Our Team

  • Joseph King

    Joseph takes a holistic approach to investing and finance. He brings extensive experience in budgeting, cash management, debt reduction, taxation, retirement...

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  • Jim McKay

    Registered Representative of GWN Securities Inc.

    Jim is a native of Newport News. He realized his passion for finance at a very young age. His enthusiastic and ambitious attitude fuels his passion to help...

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  • Karyn King

    Business Manager

    Karyn is the newest member of our team and brings with her over 30 years of administrative management experience. She also has a passion for helping people...

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  • Dave Stagemeyer

    President Emeritus

    Dave has extensive Business and Management Skills which have allowed him to assist other business owners and entrepreneurs in successfully building financial...

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Contact Information

Do you have questions about how we can help you with your finances? Send us an email and we’ll get back with you shortly, or call us between 8am and 6pm Monday thru Friday.

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