Management Team

Headshot of Matthew P. Rubin

Matthew P. Rubin

Managing Partner

(804) 935-5375

Headshot of Joel C. Hughey

Joel C. Hughey, Sr.

Partner

(804) 935-5396

Cherron Johnson Headshot

Cherron B. Johnson

Partner

(804) 935-5376

William Harris Headshot

William A. Harris, ChFC®, CLU®

Director of Development

(804) 935-5349

Headshot of Stacie M. Rice

Stacie M. Rice, ALMI, ACS

Service Leader - Field Service

(804) 935-5303

Sean Barker Headshot March 2024

Sean M Barker, CFP®, ChFC®, CLU®

Agency Standards Manager

(859) 608-3166

Stacie M. Rice, ALMI, ACS

Agency Standards Manager

(804) 935-5303

Izaac Reis

Life Product Consultant

(914) 217-6124

Joseph Baumgartner

Investment Solutions Consultant

(609) 760-0589

Gus E. Mitchell, IV

Long Term Care Consultant

(804) 873-6544