- 2024
- 2024 Golf Tournament
- November 4, 2024
- Midlothian
- 2024 Christmas Tree Sale
- December 7, 2024
- Midlothian
About Us
Click the link above to check out all of the great things we have been doing!
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Meet our Staff!
Jordan E. Berryhill, CFP®, Partner – President
Jordan is a native of Richmond, VA and a graduate of the University of Virginia. Since 2006 he has been a financial advisor whose securities registrations include Series 7, Series 66, and a life and health insurance license. He is an Investment Advisor Representative of Summit Financial Group, Inc., and a Registered Representative of Summit Brokerage Services, Inc. Jordan has earned the CERTIFIED FINANCIAL PLANNER™ designation.
Jordan’s practice is centered on working with businesses, their owners and executives on qualified plan design and implementation as well as business continuation planning for businesses in any stage of their development. In addition, Jordan has experience in all areas of personal financial planning including retirement planning, estate planning, insurance planning, and investment management, allowing him to guide each individual client towards their personal financial goals.
Away from the office, he enjoys spending time with his family and playing golf. He lives in Midlothian, VA, with his wife, Amy, and their daughter, Emerson.
William “Bill” Bray
William J. “Bill” Bray, Jr. is a retired teacher of Chesterfield county schools, having taught U.S. History at Clover Hill, Monacan, and James River for a combined 34 years. He retired from the classroom in 2010 and dedicated his retirement to helping Rapids Baseball Incorporated and other nonprofit entities… More >
Lisa Germano
Lisa Germano, JD, CPA, CGMA is President and General Counsel for Actuarial Benefits & Design Company – an organization that assists business owners to establish and monitor retirement income goals and maintain retirement plan compliance with federal tax laws. Lisa co-founded AB&D in 1989 with Debra D.D. Coyner, JD, CPA… More>
Josh Thomas
Josh Thomas began his teaching career at James River High School in 2008 after teaching at Clover Hill High School for a brief period. He currently teaches AP World & AP US History and is a teacher in the Leadership Program… More>
Bryan Hannum
Bryan Hannum is a former student/athlete and graduate of James River High School. He graduated in 2006. Bryan went on to study History and Secondary Education at Randolph Macon College. He played baseball for the Yellow Jackets winning a Conference title in 2009. Coach Hannum graduated from Randolph Macon College in 2010…More >
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