Broker Check

Newport News Office

Our headquarters is conveniently located at 2110 William Styron Square S., Newport News, in the lovely mixed retail and residential shop area of Port Warwick. Port Warwick is directly across Jefferson Avenue from City Center and Oyster Point Park. 

Our street-level corner location is next door to the popular Schlesinger’s Steak House and across the square from Fin Restaurant. Our park setting in Port Warwick also benefits from free concerts Wednesday evenings May through September from 6:00pm to 9:00pm and jazz on Sundays in April from 2:00-5:00 p.m. We look forward to visiting with you.


Mon-Thu: 8:30AM – 5:00PM

Fri: 8:30AM – 4:30PM

Sat-Sun: By Appointment

Office: (757) 599-9111

Toll-Free: (877) 599-9111

Fax:(757) 599-9220


2110 William Styron Square S.
Newport News, VA 23606

Newport News Office

Devin Garofalo, AIF®

Chief Executive Officer, Wealth Advisor

From his start in the insurance industry training brokers, Devin determined early on that his interest was in helping people improve their lives. When he launched the firm 13 years ago, he focused on helping clients prepare for...

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John Robertson

LPL Registered Principal, Wealth Strategist

Over his more than 30 years in the financial industry, John has always given comprehensive, straightforward advice for those clients with long term goals such as retirement or education and has gravitated to positions where he could...

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Born and raised in Hampton Roads and a College of William & Mary graduate, Alan Dawkins is a Certified Financial Planner® with Colonial River Wealth Management. Alan has over 21 years of experience advising clients on asset...

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Jessica Upchurch

Financial Planning Assistant

Jessica Upchurch, Client Service Associate, provides administrative and client support to our financial advisers. Jessica has over 5 years of administrative experience. She graduated from South Florida University in 2006 where she...

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Lateesha Gloston, Client Experience and Marketing Manager, is experienced in social media marketing, event coordinating, public relations and communications. Lateesha brings with her marketing and social media experience working with a...

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