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Our People

Our goal is to have such long-term relationships with our clients that one day we will serve their children and grandchildren, too. To that end, we carefully select the members of our team to make sure we have the right people on staff to serve your needs long-term.

Our primary advisers have over 30 years experience, with a hands-on approach to financial guidance. Our team members are not only knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.
As your financial advisers, we will do everything we can to keep you focused on where you want to go, advise you on how to get there, and help you keep a disciplined approach to realizing your dreams.


Matthew D. Brotherton


(804) 283-1920

(804) 441-8464

“I enjoy helping a plan fall into place.” Matt sets high standards for himself in terms of accountability and attention to detail, and his follow through is just one aspect of his practice that stands out. Matt expects his clients hold...
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Sarah Martin

Director of Operations

(804) 283-1920

(804) 441-8466

Sarah is our client's advocate. She excels at maintaining strong relationships with our insurance carriers and clients that call in. Sarah specializes in getting speedy and exceptionally fair decisions. She also holds her health and...
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Dave Robinson

Investment Advisor Representative

(804) 767-2515

(804) 441-8466

“Knowing and living for your ‘Why’ changes everything.” – Dave Robinson Dave is extremely driven to make an impact in the lives of those around him, believing that service to others is the foundation of both a successful life and...
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