Norfolk
Helping Clients in Hampton Roads
Norfolk
150 W Main St
Suite 1860
Norfolk, VA 23510
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Your Norfolk Team
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Jeff Chernitzer
CPA, PFS
Wealth Advisor
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Cheryl Furlong
CFP®, CPA
Wealth Advisor
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Ted Ring
CFP®
Wealth Advisor
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Amanda Otto
CFP®, EA
Wealth Advisor
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Brandon Terkeltaub
CFP®, ChFC®
Wealth Advisor
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Ashley Brooks
CFP®
Wealth Advisor
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Amy Berry
CFP®
Associate Wealth Advisor
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Maivy Nguyen
Associate Wealth Advisor
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Rachel Mast
Associate Wealth Advisor
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Cory Brooks
CFP®
Wealth Advisor
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Miné Weaver
Client Relationship Specialist
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Jennifer Bland
Client Relationship Specialist
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Cay Prescott
ChFC®
Client Relationship Specialist
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Enjoy some of our latest resources
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April 14, 2025
Retired Public Employee? You May Qualify for Retroactive Social Security Benefits
Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes.
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April 10, 2025
Quarterly Outlook: Slower Growth Expected Amid Shifting Trade Policies
The U.S. economy shows early signs of slowing in 2025 as uncertain trade policy rattled markets in the first quarter and into early April. Our Quarterly Outlook explores what may be ahead for markets and the economy.
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April 03, 2025
Market Update: The Trump Tariff Strategy
In this environment, it’s worth remembering that the long-term return expectations embedded in financial plans are designed to include significant annual variations from both buoyant market periods (like 2023 and 2024) and challenging markets (like 2022) alike.
Read the article