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Steven S. Martin, CPA, CFP®

Senior Vice President, Investments
CPA, CFP
901 East Cary Street
Suite 1100

Richmond, VA 23219
(804) 780-2010 website
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Brian T. Mathis, CFP®

Managing Director
The Lutterloh
201 Chatham Street, Suite 1

Sanford, NC 27330
(919) 777-9825 website
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Colin May, CFP®

Financial Advisor
901 East Cary Street
Suite 1100

Richmond, VA 23219
(804) 915-2764 website
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James McCormick, CIMA®

Associate Vice President - Investments
5400 Discovery Park Boulevard
Suite 301

Williamsburg, VA 23188
(757) 258-2813 website
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Audrey McCray, CFP®

Managing Director
901 East Cary Street
Suite 1100

Richmond, VA 23219
(804) 780-2052 website
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Thomas (Tommy) R. McDonald, III

Managing Director
10 Franklin Road S.E.
Suite 450

Roanoke, VA 24011
(540) 983-6919 website
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Doug McLamb

First Vice President - Investments
3605 Glenwood Avenue
Suite 310

Raleigh, NC 27612
(919) 571-6535