Navigation
About Us
With combined experience of over 50 years in the investment consulting and wealth management fields, Craig, Art and LeAnn offer 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 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 Vice-President of the Venture Forum. He and his wife, Claire, have two children, Graham and Anne-Claire.
Art has nearly 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), Board Member Richmond Strikers Soccer Club and Board Member of St. Mary's School PTA. He and his wife Sondra have three boys, Alex, Zach and Christopher.
LeAnn has over 12 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. She and her husband, Scott, have one daughter, Kaitlyn.