Team

Cameron joined our team in June of 2023. She is a proud Radford University Alumnae and Richmond native. Cameron holds her Health and Life insurance licenses and supports our group and ancillary clients. Her favorite part of the job is...

“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...

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...

Peyton graduated from Longwood University in 2022 with a Bachelor's Degree in Psychology. She joined our team in April of 2023 and currently serves as our Client Relationship Manager. The apple doesn't fall far from the family tree as...

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 &...

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...

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...