Qualifications

David C. Anderson CFP®
Managing Director
danderson@investdavenport.com

Dave serves on the Davenport Board of Directors and is former member of the Davenport Executive Committee. He began his career in the securities industry in 1992 and has 25 years of experience helping individuals and families plan for their financial future.

Dave earned his B.S. Degree at the College of William and Mary, where he has also completed graduate coursework in their MBA program. In addition, he achieved his CERTIFIED FINANCIAL PLANNERTM designation in 1998. Dave is active in the Williamsburg community and has served as Trustee and Treasurer of the Williamsburg Community Health Foundation; as a long-term Board Member of the Lackey Free Medical Clinic; and is active in the local faith community. He and his wife, Anne, have three children and reside in Williamsburg.

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Colleen Stephenson
Investment Executive
cstephenson@investdavenport.com

Colleen focuses on helping clients achieve their goals by planning for their futures and preparing educational seminars. She joined Davenport & Company in 2006, and prior to her role as a Financial Advisor, she served as a Client Service Associate, a role which helped her develop a deep understanding of Davenport and the products and services the firm offers its clients. Her attention to detail and commitment to excellence have given clients the confidence and comfort that their interests are being well cared for. Colleen is experienced in annuities, insurance, and retirement planning.

Colleen graduated from Virginia Tech with a B.S. in Family Financial Management. She is a FINRA Registered Representative, an Investment Advisor Representative, and is licensed to sell insurance products including Life & Health and Variable Annuities. Colleen resides in Williamsburg with her husband, Ryan, and their three children.

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James McCormick, CIMA®
Investment Associate
imccormick@investdavenport.com

Ian joined the Anderson Financial Advisory Group in the fall of 2015. He focuses on portfolio management and new business development, as well as assisting with corporate retirement plans. He is a FINRA Registered Representative and an Investment Advisor Representative. In 2020, Ian received the Certified Investment Management Analyst® designation from the Investments and Wealth Institute®, in conjunction with the Yale School of Management. Prior to joining Davenport, he was a Sales Representative for Printpack Inc.

Ian graduated from University of Mary Washington with a degree in Economics. In 2008, he was an Academic All-American. In his free time, Ian enjoys spending time with family, competing in triathlons, and running. He is currently the Head Swim Coach for Warhill High School, serves on the 757 Swim Board and volunteers with WFIA. He and his wife, Sarah, reside in Williamsburg with their two children.

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Jake J. Clark
Financial Planning Associate
jclark@investdavenport.com

Jake joined Davenport and the Anderson Financial Advisory Group in September 2020. He spent the prior three summers interning in the financial advising field, with two of those summers spent here with the Anderson Group. Jake graduated from Virginia Tech with a B.S. in Finance and a concentration in Certified Financial Planner (CFP®). He earned his Series 7 and 66 registrations with FINRA and is licensed to sell Life and Health insurance in Virginia. Jake has joined the team to provide additional financial planning and asset allocation feedback to our clients.

Jake’s Grandmother was a financial advisor in Hubbard, Ohio and she is part of the motivation he has in becoming a part of the industry. Jake spent his childhood in Williamsburg and he currently resides there with his wife, Lauren and their dog, Indy. In his free time, Jake enjoys golfing, fishing, hiking the Blue Ridge, and rooting for the Hokies.

Sherri L. Petefish
Registered Client Service Associate, Vice President-Investments
spetefish@investdavenport.com

Sherri has worked with Dave Anderson since 1998. She focuses on providing excellent client service and account management. She is a FINRA Registered Representative, an Investment Advisor Representative, and is licensed to sell insurance products including Life & Health and Variable Annuities. Sherri is a long-time resident of Williamsburg.