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
Dig even deeper.
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Enjoy some of our latest resources
June 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
Read the articleJune 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.
Read the articleMay 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?
Read the article