Our People

-- Richmond Office --

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Craig Forbes, CIMA

Chairman Emeritus & Co-Founder
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Clay Hilbert, CIMA
Managing Partner
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LeAnn Mitchell, CRPC
Chief Compliance Officer, Co-Founder
 & Director of Client Services
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William M. Noftsinger, Jr. 
Senior Investment Manager
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Everett Reveley, CFP,  AIF
Partner
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Clement Teden
Financial Advisor
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Chris Milligan, CFA
Research Analyst
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Nelson Reveley
Nelson Reveley, Ph.D.
Impact Analyst and Advisor

-- Staunton Office --

Carl Lind, CFP
Senior Investment Manager
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Holly Ruff, CFA
Financial Advisor & Research Analyst
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Eric Fitzgerald, CFP
Financial Advisor
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