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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




Matt started in the financial services industry after graduating from Roanoke College in 2000. He specializes in listening to clients and developing strategies that best fit their individual needs.  Throughout his career...

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Rachel Lloyd

Executive Assistant - Investments and Insurance



Rachel has worked at 1752 Insurance for about 3 years. She is a go-to point of contact for investment paperwork and underwriting for life and disability insurance applications. Rachel currently holds her Life and Health Insurance License...

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Tess Kennedy

Executive Marketing Assistant



Tess handles the marketing initiatives at 1752 Insurance and also works with applications for life and disability insurance.  She is a Richmond, VA native and went to VCU for her marketing education. She is...

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