Broker Check

Team



People work with us because they trust us to clearly communicate sensible solutions to complex problems.

What this means is that we focus on what matters most to you and your family and build a customized solution to help solve your greatest challenges and take advantage of your greatest opportunities.

The benefit is that you can have confidence in knowing you have a financial partner with your best interests in mind and the skills to help provide quality solutions.

Our investment and protection products are offered through Osaic Wealth, Inc., by Heron Creek Advisors, an independent financial services. Thank you for your continued support over the past 25 years.

 

“A good day is when I learn how to help someone.” Kappy Gross enjoys meeting people and learning about them, and takes great pride in helping them achieve their goals. A life-long lover of learning and education, Kappy takes the same...

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Rachel graduated from Longwood University in 2005 with a Bachelor of Science in Business Administration with a concentration in Management. She joined the firm in January of 2008 as our Benefits Specialist. Rachel holds her Life &...

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Sara joined the team in August of 2008 as our Paraplanner. She graduated from Longwood University in 2006 with a B.A. in Communication Studies. She has obtained her Series 7, Series 66, Life & Health insurance licenses and most...

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Kelly is our Administrator for Heron Creek. She is the newest member of our team and comes to us with 17 years of experience in the financial services and data management industry. Kelly is the first person you will see when you come...

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Cameron joined our team in June of 2023. She is a proud Radford University Alumnae and Richmond native. Cameron holds her Health and Life insurance licenses and supports our group and ancillary clients. Her favorite part of the job is...

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Peyton graduated from Longwood University in 2022 with a Bachelor's Degree in Psychology. She joined our team in April of 2023 and currently serves as our Client Relationship Manager. The apple doesn't fall far from the family tree as...

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William H. Cully III (Trey) joined the team in November of 2018. He comes to the team after working for three years at Merrill Lynch in Georgia. During his time there, Trey received his securities licenses and became fully accredited...

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