MEET THE CHARLOTTESVILLE TEAM

Daniel Thornton

Wealth Advisor

Carrie Reeves

Carrie Reeves,

MBA

Client Services Manager

Gary Aiken

Chief Investment Officer

Our Team's Work Statement

Daniel Thornton

Wealth Advisor
Life is complicated, and financial decisions can seem overwhelming. Our role is to help simplify the lives of busy people. How do we do that? We listen; we want to understand our client’s current goals and future dreams. That understanding, combined with our expertise, experience, and high fiduciary standards, allows us to build financial plans and investment strategies upon which our clients can confidently rely.

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