Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Gary Friedman
Wealth Advisor
Gary Friedman has been in the industry with more than twenty years of investment experience. He is a lifelong resident of Virginia Beach and received his Bachelor’s Degree from Virginia Tech...
Heiner Kessler
Wealth Advisor
Heiner has been a Wealth Advisor for nearly a decade and assists individuals in every stage of their financial lives. Kessler is well versed in all aspects of financial planning including initiating IRAs...
Omunique Owens
Wealth Advisor
Omunique Owens has been in the financial industry since 2022. She helps members with their financial goals and emphasizes the importance of building trust and lifelong relationships...
Ryan Dutil
Wealth Advisor
Ryan has been in the financial services industry since 2023, primarily within retirement communities in Florida, and recently became a licensed Financial Advisor.
Robin Garcia
Credit Union Services Manager for ABNB Financial