Norfolk
Helping Clients in Hampton Roads
Norfolk
150 W Main St
Suite 1860
Norfolk, VA 23510
Your Norfolk Team
Amanda Otto
CFP®, EA
Wealth Advisor
Ted Ring
CFP®
Wealth Advisor
Brandon Terkeltaub
CFP®, ChFC®
Wealth Advisor
Ashley Brooks
CFP®
Wealth Advisor
Jeff Chernitzer
CPA, PFS
Wealth Advisor
Cheryl Furlong
CFP®, CPA
Wealth Advisor
Cory Brooks
CFP®
Wealth Advisor
Amy Berry
CFP®
Associate Wealth Advisor
Maivy Nguyen
Associate Wealth Advisor
Rachel Mast
Associate 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
July 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
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July 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
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July 09, 2025
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
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