Norfolk
Helping Clients in Hampton Roads
Norfolk
150 W. Main Street
Suite 1860
Norfolk, VA 23510


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Your Norfolk Team
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Jeff Chernitzer
CPA, PFS
Wealth Advisor
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Cheryl Furlong
CFP®, CPA
Wealth Advisor
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Ted Ring
CFP®
Wealth Advisor
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Amanda Otto
CFP®
Wealth Advisor
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Brandon Terkeltaub
CFP®, ChFC®
Associate Wealth Advisor
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Ashley Reichert
CFP®
Associate Wealth Advisor
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Amy Berry
Associate Wealth Advisor
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Cory Brooks
CFP®
Associate Wealth Advisor
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Miné Weaver
Advisory Team Associate
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Isaac Garrett
Client Relationship Specialist
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Rachel Mast
Office Support Specialist
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Jennifer Bland
Client Relationship Specialist
Enjoy some of our latest resources
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March 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.
Read the article -
February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
Read the article -
February 13, 2023
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?
Read the article