New Team Member

Breanna Payne |

We are excited to announce that we have recently hired Jared Troutman as a Financial Paraplanner in our Charlottesville office.  He recently passed the CERTIFIED FINANCIAL PLANNER ™ exam and is a candidate for CFP® certification in 2019.  Jared joined the world of financial planning at an exciting time and believes in the true value of holistic planning, fee transparency, risk oriented portfolio discussions, and honest fiduciary care for his clients.


Jared is a great addition to our professional staff, and we are very pleased to welcome him.