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Carter Mathis

Financial Advisor
The Lutterloh
201 Chatham Street, Suite 1

Sanford, NC 27330
(984) 977-9407 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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Kimberley L. McMillan, CFP®

First Vice President - Investments
101 West Main Street
Suite 4000

Norfolk, VA 23510
(757) 314-3607 website