Investment Management
All client relationships begin with the establishment of a prudent investment management strategy.
Retirement Planning
Working to establish a defined retirement plan that identifies tour needs and monitor results.
Wealth Management
Providing a coordinated understanding of evolving insurance, education, and estate planning needs.
Glen Davenport, Founder & President
Registered Representative
Over 48 years in the insurance and financial services business, Glen’s greatest satisfaction is the relief and appreciation expressed when clients are experiencing some of the most difficult circumstances of their lives. His experience with “regular” people who work hard and whose goal is to provide for and protect their families, and whose relentless pursuit of information accurately informs his clients. Glen has held numerous Leadership roles in professional, civic, youth and sports organizations.
Thomas Carlson, CEO
BFA, Registered Representative, Investment Adviser Representative
I serve a variety of individuals, families & small businesses to help them identify and pursue their financial goals. I monitor progress toward those goals, making recommendations and periodic adjustments as needed along the way. I ensure all of my clients are consistently informed about their progress, communicating regularly- helping them to navigate their way to the goal of having a successful, reliable source of income for retirement, and beyond. Many of my clients are employees at Bon Secours, CHKD, Riverside, Sentara, and Hunington Ingalls & I would love to talk with you about your financial goals and offer my expertise!