Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Richmond

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Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Director

Durham, McLean, Richmond, Raleigh, Roanoke

Courtney Eastlack

Managing Director of Wealth Path Group

Marcus Cooper

Wealth Advisor

Jody Wyatt

Jody Wyatt

Sr. Client Service Specialist

Kristina Gillis-Phelps

Kristina Gillis-Phelps

Client Service Specialist

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