Our Team

Your purpose is our passion

Our credentialed advisors have over 60 years of combined experience in the financial services industry. In our office we pride ourselves on ethics, morals and family values. We combine those with our skills, education and experience to help meet our client’s financial goals and objectives. We hold a firm-wide commitment of giving back to the RVA community through volunteering, board service and charitable giving.

                             DAVID KOREN

MBA, ChFC®, CLU® 

Wealth Manager 

Direct: (804) 622-1722

Email:

 
CALEB VAUGHAN

CFP® 

Associate Advisor

Direct: 804-622-8084

Email:

                         MICHAEL P. SMITH

CFP® 

Wealth Manager 

Direct: (804) 622-1728

Email:

                           ROBBIE KOREN

Operations

Manager

Direct: 804 622-1723

Email: