7100 Forest Avenue
Director of Operations
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 &...
Certified Financial Planner ™
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...