Carter’s mission is to provide every client with targeted, holistic financial advice and portfolio strategies – delivered with the highest level of personal service and professional integrity. Carter’s conviction is that those valuable pieces can’t be established without the proper education and understanding by the client of all topics discussed pertaining to their financial wellbeing.

Carter’s focus is on helping his clients obtain definition and clarity to the unknowns that exist in everyday financial situations, while always considering how those daily decisions can impact their long-term goals. Carter had the ultimate pleasure of learning from and working alongside his father, Michael Neal, former Senior Financial Advisor, for many years. This collaborative experience has heavily influenced Carter’s approach, and he is vocal about the importance that he places on family and how his own experiences affect his advice.

Carter has met all the requirements of The Certified Financial Planner Board of Standards and has been authorized to use the Board’s certification as a CERTIFIED FINANCIAL PLANNER® professional. A Financial Advisor who has been awarded the CFP® certification has demonstrated proficiency in analyzing and developing long-term financial strategies.

Carter graduated from Virginia Tech. Carter, his wife, and children have lived in Hanover County their entire lives. In his spare time, he is a full-time husband and father, which provides the greatest joy in his life.

 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

As a graduate of the Virginia Military Institute and a CFP® professional, Josh Visconti brings a disciplined approach to his role as a Senior Financial Advisor. Josh works closely with business owners and busy professionals, to help them define their goals and build a clear, practical framework to achieve them. He believes in empowering clients through financial education and simplifying the often-complicated planning process.

Josh makes it his mission to provide clarity and confidence in every financial decision. Clients rely on him for customized plans, consistent guidance, and a clear path forward. He wants every client to know that they can count on him to help guide them through financial decisions, whether big or small. Josh believes that a simplified process creates more confidence in the strategy, allowing clients to stay focused on what matters most.

Virginia natives, Josh and his wife, Katie, reside in Glen Allen and have five children, Ellie, Avery, Noah, Coraline, and Charlie. Spending time with their family is the top priority for Josh and Katie – they enjoy camping, hiking, kayaking, and volunteering together. Away from the office, Josh also enjoys spending time powerlifting, rucking, and shooting archery.

 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Investment planning and playing music may seem like an unlikely pairing, but Allen Sleeman believes that his years spent studying and performing music with a variety of groups has prepared him well for his role as a Financial Advisor. Both pursuits require presentation skills, teamwork, and the ability to engage others in material that’s unfamiliar to them.

As a graduate of Virginia Commonwealth University, and a CERTIFIED FINANCIAL PLANNER® practitioner, Allen is well-equipped to help create a collaborative experience for each of his clients. He begins this process by sitting down with them and getting to know them more deeply. Distilling his clients’ objectives is critical, whether he’s working with a young couple, assisting a retiree, or helping corporate executives with their complex compensation packages.

Since 2009, Allen’s mission has been to instill confidence in his clients through the development of customized plans. He strives to develop lifelong relationships with clients and is committed to educating them so that they feel empowered to actively participate in their financial futures.

Away from the office, Allen enjoys tennis, woodworking, and volunteering with the Cub Scouts. He continues to pursue his passion for music through playing and recording. He and his wife, Sarah, live in Henrico with their sons, Henry and Noah.

 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

As a Registered Client Associate for Discovery Wealth Management Group of Wells Fargo Advisors, Shawn Millimaki is responsible for supporting financial advisors and their clients. Shawn assists with daily operations, account maintenance, administrative needs, and ensures all regulatory and compliance requirements are met. Shawn has worked in the financial services industry for over 10 years and finds it rewarding to be a resource for clients and to make a positive impact on their lives.

Away from the office, Shawn enjoys being with his family and spending time outdoors.