Helping to smooth out the financial issues in your life
Inevitably, life changes – but when it does, there is always someone on your team here to help. Our three lead advisors have over 80 years of combined experience in the financial services industry. We hold many professional designations in key wealth management areas, indicative of our commitment to expanding our knowledge to best serve you.
Are you planning on selling a business? Mike Fowler focuses on the needs of businesses and the owners and executives who manage them. He addresses both their personal needs and commercial banking needs, with insightful strategies for addressing employee benefits, estate, retirement, insurance, college and business succession.
Are you nearing or in retirement? Wayne Creef is our resident professional on retirement planning. He has in-depth knowledge of important matters like Medicare, Social Security optimization and longevity planning needs such as senior housing and assisted living facilities.
Are you going through a life transition such as divorce or the loss of a spouse? Jennifer Anders focuses on guiding women (and men) through this sensitive time. She approaches delicate conversations from the standpoint of being a friend, showing great empathy for their situation and helping them take each step forward.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Virginia Beach is the world’s longest pleasure beach according to the Guinness Book of World Records