As a financial advisor, I customize comprehensive wealth strategies for multiple generations of individuals, businesses and nonprofit organizations. I am dedicated to delivering the highest level of service, using my educational acumen to help others experiencing life's most challenging and joyous transitions. Striving to get to know what is important to my clients, I take them through an established process to design their financial plan. I then partner with them throughout their lives to keep them on track. I am passionate about keeping clients educated and updated providing them a sense of control and confidence amid times of transition or market volatility.
Jennifer McCavanagh is going on her 8th year as a loan originator with Mason McDuffie Mortgage. She lives in Montpelier, VA with her husband, 3 daughters and 2 dogs. She prides herself in personalized and unique service to each client, as well as problem solving skills. When not working, she enjoys cooking, traveling and watching her girls play softball.
Certified Public Accountant
David B. Robinson, CPA is the only person authorized to refer to themselves as a GreatCPA® -- He is the Brand !
David holds the Registered Service Mark GreatCPA® -- issued by the United States of America Patent and Trademark Office (Registration Number 4,997,563).
David is an extremely well-rounded CPA whose greatest strength is that he has actually done and participated in what most other CPAs only consult and advise about.
David always looks to design his professional service business models to provide empathetic and enthusiastic custom-created solutions to solve difficult situations. His ears are not just sympathetic, they are experienced. He is very well connected with trade and specialty professionals (both white and blue collar) and specializes in networking “can do” emergency service to clients about anything. He started his first entrepreneurial venture at age eleven, and has owned other companies ever since that compliment his professional accounting, tax preparation and business consulting activities.
You can call David at 804-359-1330.
Juliette Oliva has 15 years experience working as a Web Designer, webmaster, web and print designer, rebranding and marketing expert. Formerly a senior Visual Designer for Capital One, Juliette understands best industry practices and strategies to develop and deliver state-of-the art designs and solutions. Juliette has worked with a range of companies, including non-profit organizations and national brands.
Special Events Manager
Melisa Ross is a Bethesda, Maryland native but has been in Richmond for almost 10 years (and never plans to leave)! She graduated from Virginia Tech with a Fashion Design and Merchandising degree. After spending time in the fashion industry, she switched gears to work in non-profit fundraising with a technology start up, followed by a professional organizing firm where she earned her Certification of Professional Organization and is now the Special Events Manager with Ronald McDonald House Charities of Richmond. She loves making a difference, connecting with her community and exploring everything Richmond has to offer.
Melisa is a huge fan of food - trying new restaurants and experimenting at home in the kitchen with her fiance. She has also traveled all seven continents and can’t wait to see more of the world. She is a huge animal lover and has a full house at home - a dog and two cats that keep her on her toes! Melisa loves meeting new people and making friends. She will also try anything at least once!
Director of Leasing
Andy Walsh is the Leasing Director and a Principal at SugarOak Realty, LLC and SugarOak Properties, LLC. Andy is an entrepreneurial and highly competitive commercial real estate professional with over 15 years of experience in increasing property income value to investors at SugarOak properties, as well as identifying new tenant prospects for client properties and building a base of new clients for SugarOak Realty. With the formation of SugarOak Realty, LLC in 2018, Andy’s role as Principal and Director of Leasing now enables him and SugarOak to deliver their time-proven level of market expertise to third party clients.