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Our Team

We are a team of planning-driven advisors, counseling and guiding those we serve. Every client's situation is unique and deserves thoughtful, comprehensive and customized advice. 

Melissa  Clark

Melissa Clark

Director of Financial Planning & LPL Registered Administrative Associate

(804) 525-9742

(804) 621-0428

Peter Boockvar*

Peter Boockvar*

Chief Investment Officer

Robert Ruelle

Robert Ruelle, CLU®, CHFC®, MSFS®, AEP® RHU®,
REBC® 

Managing Director of Financial Planning & LPL Registered Administrative Assistant

Stephen Kuhn*

Stephen Kuhn*

Director of Investment Research

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