Broker Check

Team

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

President

(804) 283-1920

(804) 441-8464

[email protected]

What’s the most embarrassing fashion trend you used to rock? Flannel long sleeve shirts If you had to eat one meal every day for the rest of your life what would it be? Peanut butter, honey, and banana sandwiches You’re...
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Rachel Lloyd

Executive Assistant - Investments

804-441-8473

804-441-8466

[email protected]

What’s the most embarrassing fashion trend you used to rock? Straight-across bangs If you had to eat one meal every day for the rest of your life what would it be? Chipotle Burrito Bowl Teleportation or flying? Teleportation...

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Matt Huffman

Executive Assistant - Insurance

804-433-3042

804-441-8466

[email protected]

What’s the most embarrassing fashion trend you used to rock? Nylon sweat pants If you had to eat one meal every day for the rest of your life what would it be? Ham sandwich What fictional family would you be a member of? The...

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Tory DeHaven

Executive Assistant - Marketing, Client Service

804-767-2515

804-441-8466

[email protected]

What’s the most embarrassing fashion trend you used to rock? In middle school I wore about 10 necklaces at once. If you had to eat one meal every day for the rest of your life what would it be? Pizza What would the title of your...

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