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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

1. Who do/did you admire most?My maternal grandfather Frank. He grew up in the depression era, raised 3 daughters, and owned and operated a hardware business for 52 years. He taught me a lot about people, employees and the power of...
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Sarah Martin

Director of Operations

(804) 283-1920

(804) 441-8466

1. Who do you admire most? I instantly think of what and that is planet Earth.2. What was your childhood nickname? The good one, Sarah Maester3. Are you a cat or dog person? Both4. Describe yourself in 3 words. Spontaneous, Adaptable,...
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Dave Robinson

Investment Advisor Representative

(804) 767-2515

(804) 441-8466

1. Who do you admire most?a. I admire my grandfather the most. He taught survival in the US Navy for a number of years and is the most honest, good, influential man I know.2. What was your childhood nickname?a. Day-Day, D-Rob, or ROBO3...
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Rachel Lloyd

Executive Assistant



1. Who do you admire most? My mom2. What was your childhood nickname? Ray Ray, or Ray Jay3. Are you a cat or dog person? Both4. Describe yourself in 3 words: Driven, thankful, happy5. What is your favorite movie quote? “You are...

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