Team

Jennifer joined our team June of 2013. She holds her Life and Health license and is an Account Manager for our individual and group benefit clients. Jennifer graduated from Radford University in 1996 with a Bachelor of Science in...

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“A good day is when I learn how to help someone.” Kappy Gross enjoys meeting people and learning about them, and takes great pride in helping them achieve their goals. A life-long lover of learning and education, Kappy takes the same...

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Kelly is our Administrator for Heron Creek. She is the newest member of our team and comes to us with 17 years of experience in the financial services and data management industry. Kelly is the first person you will see when you come...

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Rachel graduated from Longwood University in 2005 with a Bachelor of Science in Business Administration with a concentration in Management. She joined the firm in January of 2008 as our Benefits Specialist. Rachel holds her Life &...

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Sara joined the team in August of 2008 as our Paraplanner. She graduated from Longwood University in 2006 with a B.A. in Communication Studies. She has obtained her Series 7, Series 66, Life & Health insurance licenses and most...

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William H. Cully III (Trey) joined the team in November of 2018. He comes to the team after working for three years at Merrill Lynch in Georgia. During his time there, Trey received his securities licenses and became fully accredited...

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