Jamie Mattioli is an accomplished financial advisor with more than 15 years of industry experience, beginning his career in 2009 with roles at Merrill Lynch, Wells Fargo Advisors, and Northwestern Mutual. In 2020, Jamie founded River City Financial, making the move to independence to build a practice grounded in trust and lasting client relationships. He also serves as a registered principal with Enterprise Financial Network, an OSJ with a significant national footprint. In 2021, Jamie was selected to join the Practice Management Advisory Council for Cambridge Investment Research, Inc., where he completed a full council term.

A longtime Richmond resident since the age of six, Jamie is deeply connected to the community. He earned his bachelor’s degree in finance from Virginia Commonwealth University and his MBA from the University of Richmond. Outside of his professional work, he has supported local causes that matter to him, including serving on the Boards of Directors for both Family Lifeline, a Richmond non-profit founded in 1877, and Heart Havens, another Richmond-based non-profit organization.

Jamie and his wife, Courtney, live in Richmond with their three daughters—Kendall, Hudson, and Windsor—and their two Samoyeds, Barksdale and Nico.

At River City Financial, Jamie’s philosophy is simple: investing and financial planning should be as unique as the individuals, families, and businesses he serves. He takes the time to understand each client’s goals, providing thoughtful, personalized guidance rather than a one-size-fits-all approach. Every decision is made with the client’s best interest at heart.

Steve has been in the financial service industry for over 30 years. He specializes in retirement strategies as well as designing financial plans for his clients. He is married to his wife Susan and has a son, Jason, who is currently attending James Madison University. Steve enjoys playing tennis and spending time in the Outer Banks. Steve is a graduate from The Ohio State University where he majored in accounting, and risk management. Steve had served on the board of directors of the Society for Certified Retirement Financial Planners as well as the Richmond Chapter of The Ohio State Alumni Association. Steve earned is CFP® designation back in 2009.

Dale Fickett is a regular contributor to Forbes Business Council, having worked decades as an entrepreneur, capital markets strategy consultant and an independent advisor assisting fellow business owners. And as an outsourced CIO, he advises clients on growth capital, structure and legacy, as well as family office administration. 

Dale is also an Instructor of Entrepreneurship at the Robins School of Business, University of Richmond, a top 20 undergraduate business school. He is the lead organizer for Techstars Startup Weekend Richmond, and provides policy guidance to the U.S. Senate Committee on Small Business & Entrepreneurship. He serves as CEO & Founder of Open Trellis – a Fintech product to expand access to small business credit. This is an initiative of RVA Works, a Virginia public charity, that Fickett founded and where he serves as President. It provides educational and financial services to people facing social and economic barriers to business ownership. He has lectured and conducted research on entrepreneurial finance, combinations of explainable AI and blockchain technologies, as well as developmental economics. His current work is focused on barriers to entrepreneurship, and the commercialization of small business credit for income mobility. 

Previously, he served on board appointments at the Virginia Catholic Conference, and for Virginia’s Secretary of Commerce & Trade. He has founded multiple ventures, and served as a strategy consultant for Accenture’s European Financial Services practice. He holds a B.S.B.A. cum laude from LaSalle University, and an M.B.A. magna cum laude from Villanova University. His passion is being a father and his missionary work supporting rural Haiti.

With over 13 years of experience in administrative support and client service, Carrie brings a strong background shaped by her time in the U.S. Army and her work with other branches of the Armed Forces. Her experience spans human resources, administrative support, and auditing. Although she has lived in many states, Virginia is home. Carrie lives in Richmond with her Australian Cattle Dog, Lily, and enjoys traveling, camping, and hunting for the perfect thrift store find