With combined experience of over 60 years in the investment consulting and wealth management fields, Alpha Omega Wealth Management offers solutions for their clients wealth and investment needs. Their team also works with a number of institutional clients consulting on their investments as well as providing advice to defined benefit and defined contribution plans.
Craig Forbes is a Co-Principal and Founder of Alpha Omega Wealth Management. He has over 25 years of experience in the banking and financial services industry including stints at the Federal Reserve, VA State Treasury, Prudential Securities and SunTrust Capital Markets. He has a BA from the Virginia Military Institute and an MBA from the College of William & Mary. He earned the Certified Investment Management Analyst designation (CIMA) from the Investment Management Consultants Association. Over the years he's had extensive involvement in the community to include the Boy Scouts and the VMI Alumni Board. Currently, he is President of the Venture Forum. He is a past President of the Richmond Treasury Management Association and Kanawha Recreation Association. He and his wife, Claire, have two children, Graham and Anne-Claire.
Art Washburn is a Co-Principal and Founder of Alpha Omega Wealth Management. He has over 20 years of experience in financial services, spending time at Signet Bank, Prudential Securities and SunTrust Capital Markets. He graduated with a BA from Wake Forest University and an MBA from Virginia Commonwealth University. He earned the Certified Investment Management Analyst designation (CIMA) from the Investment Management Consultants Association. He's involved in the community as the VA Board Chair for the Cystic Fibrosis Foundation, Board Member of the American Heart Association (Central VA), and Board Member Richmond Strikers Soccer Club. He also serves on the National Leadership Council for the Cystic Fibrosis Foundation. Art and his wife, Sondra, have three boys, Alex, Zach and Christopher.
LeAnn Mitchell is the Chief Compliance Officer, Director of Client Services and a Founder of Alpha Omega Wealth Management. She has over 15 years of experience in financial services with John Hancock, First Union, Scott & Stringfellow, Prudential Securities and SunTrust Capital Markets. She has a BA from Bentley College and recently earned the designation of Chartered Retirement Planning Counselor (CRPC). She and her husband, Scott, have one daughter, Kaitlyn.
Chris Milligan is a Research Analyst and member of the firm's investment committee. He is a graduate of Virginia Military Institute with a major in economics and business. While pursuing a concentration in financial management at VMI, he served on the Cadet Investment Group as a health care analyst. Prior to joining Alph Omega, Chris interned for the London Company, a Richmond-based Investment Management company. A native of Richmond, Chris enjoys basketball and lacrosse.
Tiffany Tucker a Business Development Associate. She graduated from Ferrum College with a concentration in dramatic and theatre arts. Tiffany has strong ties to the community through previous experience with The Leukemia & Lymphoma Society's Virginia Chapter and Virginia Living Magazine. In her spare time, she enjoys teachin dance to young children at Jessica Morgan School of Dance.