Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

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Jim Burns

Associate Financial Advisor

757-971-1002

Jim Burns is a Financial Representative specializing in long-term financial planning with young professionals and new families, and does so by focusing on a needs-based, comprehensive, holistic approach to each unique, individual situation.

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Amanda Michaelis

Director of Client Services