Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Bill has worked in Business Administration and Healthcare Services industries since 1990. He entered into the Financial Advisor Services in 2012. His personal goal is to become a lifetime resource for each and every client. Bill joined our Company in 2015 after finding a mutual company and senior advisor group that shared his core beliefs.
Bill provides businesses and families a custom professional approach to create purpose and meaning in their financial security.
Bill rapidly transformed failing organizations into highly successful profit centers. As a Financial...
The resident academic and mathematician at O’Dell, Winkfield, Roseman & Shipp, Jeremy Shipp brings over 15 years of mathematical validation, verification, and logic to the sound financial and retirement strategies that we offer our clients. There is not one financial strategy or concept we use that we cannot verify and back up mathematically, thanks to him. A strategic and creative thinker, Jeremy applies advanced analytics to our clients’ portfolios to determine the best course of action to achieve their outlined objectives.
Beginning a career in finance as a personal banker with U.S. Bancorp,...
Mark Smith (CRD# 2060446) is an Investment Advisor Representative working at Vision Wealth Planning, LLC in Glen Allen, VA and has over 25 years of experience in the finance industry. Mark Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Daniel Joss (CRD# 4530542) is an Investment Advisor Representative working at the Joss Financial Group (JFG). JFG is a fee-only Wealth Management firm offering financial life planning and investment management services to a diverse group of clients. Current clients live in Arizona, District of Columbia, Florida, Hawaii, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, Virginia, and Washington state. They range from those in the greatest generation to generation Y, who represent the medical and legal professions; private, government, and non-profit sectors; entrepreneurs; business...
Rob Campbell (CRD# 5437091) is an Investment Advisor Representative and Registered Investment Advisor working at Capitol Securities Management, Inc. in Chesterfield, VA and has over 8 years of experience in the finance industry.
Karen Jones (CRD# 2352177) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Richmond, VA and has over 34 years of experience in the finance industry.