Williamsburg, VA Office

Bruce Lemley is a Certified Financial Planner® with 28 years of experience in the financial services industry. He currently serves at Waterloo Capital and has previously worked at Wells Fargo Advisors Financial Network, Bay Rivers Group Wealth Partners, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advisory work, he is a partner in Bay Rivers Group Tax Services, a firm offering tax preparation services with oversight by a CPA. Waterloo Capital is a multi-advisor firm that provides investment management and financial planning primarily to entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm constructs customized portfolios emphasizing long-term, strategic buy-and-hold allocations with ongoing monitoring and offers both discretionary and non-discretionary management along with access to sub-advisers and related financial services.

Will Gibson is a CFP®, CFA®, and Series 65-certified financial advisor with seven years of industry experience. He is currently with Waterloo Capital and previously worked at Bay Rivers Group Wealth Partners and Nasdaq Dorsey Wright. His background also includes roles at Christopher Newport University and earlier education-related positions. Waterloo Capital is a multi-advisor SEC-registered firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm focuses on customized portfolios using fundamental analysis and long-term buy-and-hold strategies, offering both discretionary and non-discretionary management alongside financial planning and consulting services.

Alan Broderick is a CFP® professional with 24 years of industry experience. He currently works at Waterloo Capital, having joined the firm in 2026. His prior experience includes roles at Purshe Kaplan Sterling Investments, Bay Rivers Group Wealth Partners, Wells Fargo Advisors Financial Network LLC, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory work, he is a partner and chief compliance officer at Bay Rivers Group Wealth Advisors and also involved in tax preparation services through ABCM Partners, LLC. Waterloo Capital is a multi-advisor SEC-registered firm that serves entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm emphasizes long-term, strategic buy-and-hold portfolio management with customized solutions and offers a range of services including financial planning, access to sub-advisers, and referrals for tax and lending solutions.

Charles Lucy is a CFP® with 30 years of experience in the financial industry. He is currently with Waterloo Capital and previously worked at Bay Rivers Group Wealth Partners, Wells Fargo Advisors Financial Network, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory role, he is a partner in a tax preparation service that employs a CPA to provide public tax services. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized investment management and financial planning, typically focusing on long-term, strategic buy-and-hold portfolios with periodic rebalancing.