Jamie Mattioli is an accomplished financial advisor with many years of industry experience beginning in 2009, including wealth management positions with Merrill Lynch, Wells Fargo Advisors, and Northwestern Mutual. In 2020, Jamie became an independent advisor so that he could build a practice with client/advisor relationships and trust at its foundation. He was selected to serve on the Practice Management Advisory Council for Cambridge Investment Research, Inc.

Jamie has been a Richmond resident since the age of six and feels a strong connection to the area. He received his bachelor’s degree in finance from the Virginia Commonwealth University and his MBA from the University of Richmond. He is active in the community he loves. Jamie enjoys supporting causes that he is passionate about, formerly serving on the Board of Directors for Family Lifeline, a non-profit founded in Richmond in 1877 and currently serving on the Board of Directors for Heart Havens, which is a Richmond based non-profit. Jamie and his wife, Courtney, live in Richmond with their three daughters, Kendall, Hudson, and Windsor. They have two dogs, Barksdale and Nico, who are Samoyeds.

Steve has been in the financial service industry for over 29 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 19 year old 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.

Tom has been in the financial industry for over 28 years. He has a strong “client comes first” philosophy. He specializes in retirement strategies and 401k rollovers. He assists clients in building diversified investment portfolios using investment strategies that enhance growth potential while intended to reduce risk. Tom works with families, business owners, pre-retirees needing conservative investment strategies. He is interested in long term relationships and not just individual transactions. Tom personally designs financial strategies that take into consideration investment needs, risk, tax consequences and personal objectives. Tom is a graduate of Virginia Commonwealth University and enjoys golf and helping out in the community. Tom lives in Richmond, Virginia with his wife Mimi.

Through a partnership with our financial solutions firm, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants for administrative support, allowing us to spend more time with our clients. As Cambridge associates, these assistants are comprehensively trained to ensure their familiarity with the various aspects of our industry. Team members are equipped with the tools and resources needed to support our unique business model while having direct access to leverage subject matter experts at Cambridge.