Qualifications

Pete Reuss, AAMS®, Managing Director

  • Graduate of Virginia Tech, B.S. In Finance and M.A. in Education
  • Series 7, 31, 63, and 65 Registered with FINRA
  • Holds State Variable Life, Health and Annuity licenses
  • Earned Accredited Asset Management SpecialistSM professional designation

Professional designations do not guarantee success or client satisfaction and should not be viewed as the sole determining factor in evaluating an investment adviser.

Cameron Reuss, Associate Financial Advisor

  • Graduated from Longwood University, B.A. in Finance, minoring in Economics
  • Series 7 and 66 Registered with FINRA

Ed Bohnslav, Financial Consultant

  • Graduated from University of Virginia, B.A. in Biology, specializing in Molecular Genetics
  • Series 7 and 66 Registered with FINRA

Debbie Plunkett, Vice President, Business Development Officer

  • Series 7 Registered with FINRA

Rebecca “Becky” Maxwell-Scott, Associate Vice President, Registered Client Service Associate

  • Series 7 and 66 Registered with FINRA

Spencer O’Hara, Registered Client Service Associate

  • Series 7 and 66 Registered with FINRA