A COLLABORATIVE TEAM to count on

Its takes a village, they say. And we couldn’t agree more. We believe that everyone has their own talents and wisdom to share with the world and each other, which is why drawing on each other’s expertise and insight is very important to our team.

Together, we enjoy guiding our clients – our friends – through the ins-and-outs of their financial life. We’ve found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.

Stephen Whitfield
Stephen T. Whitfield
Private Wealth Advisor Senior Vice President, Wealth Management
Shane Scott
Shane Scott, AAMS®
Vice President, Wealth Management
Sandra Peters
Sandra J Peters, WMS®
Vice President, Wealth Management
Jennifer Duffy
Jennifer F Duffy, AAMS®, WMS®
Senior Vice President, Wealth Management
Gordon Heyworth
Gordon Heyworth
Vice President, Wealth Management
Robert Krebs
Robert G. Krebs Jr, MBA
Senior Vice President, Wealth Management
Sarah Peterson Bio Photo
Sarah Peterson
Senior Registered Client Service Associate
 
The Cape Henry Lighthouse dates back to 1792 and was the first lighthouse authorized by the U.S. government.
 
Always here for you

 

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