Who we are

FINANCIAL ADVISOR, BRANCH OFFICE MANAGER, MANAGING DIRECTOR

Ian brings over 15 years experience as a Financial Advisor to the team. He is a CERTIFIED FINANCIAL PLANNER^® which is the standard of excellence in financial planning.

He works with clients to develop strategies to optimize client’s wealth. He enjoys getting to know the goals and dreams of clients and develop a plan that empowers client’s to achieve their aspirational goals. He collaborates with his teammates and client’s other trusted advisors, CPA and Attorney, to ensure that the clients are getting the best recommendations, service and implementation of strategies. 

He currently serves on Norfolk Academy Board of Trustees, YMCA of Southampton Roads Board Chair, Hermitage Foundation Board Member, Hermitage Foundation Gardens and Grounds Board Member, and the Ghent Business Association Board Member.

FINANCIAL ADVISOR, HEAD OF PROJECT MANAGEMENT & INTEGRATION, DIRECTOR

With more than 25 years’ experience in the industry, Susanna enjoys working with clients to implement strategies that help them achieve their goals and simplify their financial lives. Utilizing her experience in philanthropic planning, she finds it especially rewarding to assist her clients as they use their wealth to make a positive impact on the communities in which they live. In addition to serving as an advisor, Susanna is responsible for leading projects with firm-wide implications and managing the integration of new advisors into the firm.

She is a member of CIVIC Leadership Institute’s Class of 2021, the LEAD Hampton Roads Class of 2010, and was named as one of the "Top Forty Under 40" business leaders in Hampton Roads by Inside Business in 2011. Susanna currently serves on the board of directors for Virginia Beach Vision and the Camp Foundation. She is also a member of the Hampton Roads Community Foundation Community Leadership Partners, the United Way of South Hampton Roads Community Investments Committee, the Hampton Roads Gift Planning Council, and the National Association for Charitable Gift Planners. 

CLIENT SERVICE ASSOCIATE

Kapre brings more than 15 years of financial industry and banking experience to her role as Client Service Associate to the team. She specializes in all administrative duties and assists in all areas of client operations including opening new accounts, movement of funds, and account maintenance. Kapre also leads the team in onboarding and data management for our planning platform. She collaborates with teammates to ensure that clients are getting their needs met in a timely manner with an exceptional client experience. 

CLIENT SERVICE ASSOCIATE

Jamie serves on the team as a Client Service Associate. She has over 15 years of client service experience in the wealth management industry. Jamie is responsible for administrative duties and assists in all areas of client service including opening new accounts, movement of funds, and account maintenance. She is also responsible for proactive service calls to clients to ensure that clients’ day-to-day needs are being met and exceeded with exceptional quality and expedited speed. She also collaborates with the Advisors on the execution and reconciliation of trades. 

FINANCIAL PLANNER

James helps Financial Advisors in Virginia Beach maintain client relationships and accounts. He assesses clients’ financial situations by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, and evaluates risk tolerance.

OPERATIONS MANAGER

Lori brings over 20 years of experience in the accounting, investment and financial services industry to the team in her position as Operations Manager. Lori organizes and manages data for our clients to provide an accurate accounting of assets and reporting. She also focuses on process improvement to streamline and maximize the accuracies of trading and reporting. She is also a member of the firm’s Operations Systems Team, where she ensures data integrity in the firm’s operations systems and works with other advisory teams to ensure that they are operating efficiently on our systems.