Norfolk
Helping Clients in Hampton Roads
Norfolk
150 W Main St
Suite 1860
Norfolk, VA 23510
Your Norfolk Team
Jeff Chernitzer
CPA, PFS
Wealth Advisor
Cheryl Furlong
CFP®, CPA
Wealth Advisor
Ted Ring
CFP®
Wealth Advisor
Amanda Otto
CFP®, EA
Wealth Advisor
Brandon Terkeltaub
CFP®, ChFC®
Wealth Advisor
Ashley Brooks
CFP®
Wealth Advisor
Amy Berry
CFP®
Associate Wealth Advisor
Maivy Nguyen
Associate Wealth Advisor
Rachel Mast
Associate Wealth Advisor
Cory Brooks
CFP®
Wealth Advisor
Miné Weaver
Client Relationship Specialist
Jennifer Bland
Client Relationship Specialist
Cay Prescott
ChFC®
Client Relationship Specialist
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Enjoy some of our latest resources
June 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
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May 27, 2025
Will vs. Trust: Which Best Protects Your Wealth and Legacy?
When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. But which one truly fits your needs?
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May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
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