Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.
Our Advisors
Jerry Denney, CFP®, CLU®, ChFC®
Financial Advisor
Jerry was born and raised in the State of Iowa. He graduated from The University of Iowa with a Bachelor of Arts degree in Computer Science in 1984. Jerry has been employed in the financial services industry since 1986 and directly...
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Britt Hockenberry, CFP®
Financial Advisor
Britt grew up outside of Richmond, VA and has worked in personal finance since graduating magna cum laude from Virginia Tech in 2013 with a Finance degree. He was drawn to this field because it offers an opportunity to build meaningful...
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Our Associates
Chenchen Yin
Senior Associate
A magna cum laude graduate of Virginia Tech, Chenchen earned dual diplomas in Accounting & Information Systems and Finance in 2012, where he distinguished himself by completing the university’s rigorous CFP® Certification Education...
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Thomas Jackson, CFP®
Senior Associate
Thomas graduated cum laude from Virginia Tech in May 2021 with dual degrees in Accounting and Information Systems and Finance. While at Virginia Tech, he was an active member of the Financial Planning Association’s student chapter,...
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We Want to
Hear From You
Whether you have a specific question about our services or are ready to discuss your financial future, please reach out.