Our Qualifications
Timothy J. Thompson | Bryan K. Berry |
President & CEO | Managing Director |
REGISTRATIONS & LICENSES | REGISTRATIONS & LICENSES |
• Series 65 Uniform Investment Advisor Held with Old Dominion Asset Management | • Series 65 Uniform Investment Adviser Held with Old Dominion Asset Management |
• Accredited Investment Fiduciary, AIF® | • Accredited Investment Fiduciary, AIF® |
• Chartered Mutual Fund Counselor, CMFC® | |
• Chartered Retirement Planning Counselor, CRPC® | |
EDUCATION | EDUCATION |
• Bachelor of Science with a concentration in Finance degree Virginia Commonwealth University | • Bachelor of business Administration in Finance James Madison University |