Our Team

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With every client, we provide a thoughtful and proactive approach to solving financial complexities that can be difficult to navigate without the right partner.

Our dedicated team shares a collective priority to combine our deep experience in financial markets with a deep understanding of our clients.

 

William R Moore III , CPWA®, CFP®, CLU®, ChFC®, AEP®

Founder and Private Wealth Advisor

Office 804-521-2405


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Matthew A. Carter , CFP®, ChFC®

Director of Wealth Management Services

Office 804-521-2403


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John W. Moore , CFA®, CAIA

Director of Investments

Office 804-613-5992


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Sandra Sumner Myers

Associate Financial Representative

Office 804-521-2407


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Charles Bugg

Associate Wealth Management Advisor

Office 804-977-1727


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Phil A. Sening

Associate Wealth Management Advisor

Office 804-521-2406


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