Wealthcrest Financial Services, LLC

Patrick Kimmel is a financial advisor at WealthCrest Financial Services, LLC in Springfield, VA, holding a Series 66 designation with six years of industry experience. His prior roles include work with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research. WealthCrest Financial Services serves individual investors, including high-net-worth clients, and pension or profit-sharing plans by providing financial planning, investment supervisory services, and consulting. The firm manages approximately $507.5 million in discretionary assets, primarily using the Cambridge Managed Account Platform with a combination of fundamental and technical analysis.

Patrick Beagle is a CFP® and ChFC® with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. since 2007 and has been with Wealthcrest Financial Services, LLC since 2004. He is the owner of WealthCrest Educational Services, which provides financial literacy and pre-retirement benefits training to federal employees. He also serves as treasurer for the Springfield South Condo Association. WealthCrest Financial Services offers financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides fee-based portfolio management utilizing custodial relationships with Pershing and Cambridge, employing a mix of fundamental and technical analysis alongside various trading strategies and regular account reviews.

Guy Middleton is a financial advisor with Wealthcrest Financial Services, LLC, holding a Series 66 designation and 27 years of industry experience. He has been with Wealthcrest since 2014 and also affiliated with Cambridge Investment Research, Inc. since 2010. Outside of advisory work, he acts as an agent selling life, disability, and long-term care insurance products through various independent insurance companies. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, utilizing a combination of fundamental and technical analysis along with multiple investment platforms.

Gregory Grimsley is a financial advisor at Wealthcrest Financial Services, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research since 2015 and Wealthcrest Financial since 2014. In addition to his advisory role, he is co-owner of the Grimsley Agency, a real estate partnership. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers fee-based portfolio management using custodial relationships primarily with Cambridge and combines fundamental and technical analysis with both long- and short-term trading strategies.

Russell Robertson is a CFP® and ChFC® with 18 years of industry experience. He has been with Wealthcrest Financial Services, LLC since 2008 and has also been affiliated with Cambridge Investment Research, Inc since 2007. He serves on the USMA Class of 1958 Endowment Board and is involved in educational services as a course director and instructor. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, combining fundamental and technical analysis with both long- and short-term trading strategies.