Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
T. Meade Kampfmueller, Jr., AIF
Financial Advisor
(804) 288-7981
Education and Professional Affiliations
- B.A. Mathematics, Washington & Lee University, Lexington, VA
- M.B.A., Loyola University, Baltimore, MD
- Financial Services Institute
Licenses
- Securities: Has passed FINRA Series 7, 24, 63 and 65 Exams
- Insurance: Life and Health & Long-Term Care
Personal
- Married - Denise Kampfmueller
- Children - Patrick, Kelly & Ryan
Ricky L. Robertson, CPA
Financial Advisor
(804) 288-7981
Education and Professional Affiliations
- B.S. Accounting, Averett University, Danville VA
- American Insitute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
- AICPA Personal Financial Planning Section
Licenses
- Securities: Has passed FINRA Series 7 & 66 Exams
- Insurance: Life and Health & Long-Term Care
Personal
- Married - Stacey Robertson
Wiley C. Keel, Jr., CPA
Financial Advisor
(804) 288-7981
Education and Professional Affiliations
- B.B.A. Accounting, James Madison University, Harrisonburg VA
- Master of Taxation, Virginia Commonwealth University, Richmond VA
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
- AICPA Tax Division
Licenses
- Securities: Has passed FINRA Series 7 and 66 Exams
- Insurance: Life and Health & Long-Term Care
Personal
- Married - Jane Keel
- Children - Amy and Allison
- Grandchildren - Nathan and Luke
Daniel Chase
Financial Planning Associate
Education and Professional Affiliations
- B.S. Business Administration: Concentration in Financial Planning, Liberty University, Lynchburg VA
Licenses
- Securities: Has passed FINRA Series 7 and 66 Exams
- Insurance: Life and Health & Annuity
Personal
- Loves to hike, lift weights, spend time with family
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.