CHB Investment Group LLC

CDM Software Solutions, Inc.

Helping Engineer Financial Success for Oil Industry Professionals

Working 15 years for a company and serving its employees as a financial advisor for another two decades provide a personalized perspective on how to help the organization’s people. That’s the type of valuable insight Christopher Brashier, Managing Director of CHB Investment Group, LLC, offers Exxon Mobil employees and retirees.

 

“We have been advising Exxon Mobil employees for 20 years, and over half of our client base is Exxon Mobil employees,” says Brashier, who was a researcher and executive at Mobil for 15 years prior to becoming a financial advisor. “We know its various benefits, compensation and retirement plans inside and out. That in-depth knowledge positions us to advise our clients on how best to take advantage of these plans.”

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Tripp Financial Consultants, Inc.

CDM Software Solutions, Inc.

Financial Planning: Telling Client Families,
‘Let Us Worry for You’ 

Tricia Tripp, CFP®, CPA’s practice takes the long view in financial planning, helping her clients today, their children for tomorrow, and the community into the distant future.

Tripp is president of a family business: Tripp Financial Consultants, Inc. Her father founded the company in 1983 and now serves as a consultant, and her mother and sister handle key roles in the company. This family orientation is foundational in understanding the needs of their clients, many of whom also own small businesses.

UBS Meridian Wealth Management

CDM Software Solutions, Inc.

Valuing Client Relationships Above All

Sometimes, the values we hold make the status quo intolerable.

That’s what happened in 2012 to longtime portfolio managers Michael B. Kemp and N. Edward Link, Jr. Having been in the investment arena for decades (Link, 27 years; Kemp, 21 years) and in business together since 2002, the two were deeply committed to serving clients’ interests. But their former firm underwent a drastic change in culture and policy. Afterward, the firm’s values—which seemed centered on its own interests—were no longer compatible with theirs.

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Mainsail Wealth Advisors LLC

CDM Software Solutions, Inc.

Making a Positive Impact on Lives
One Question at a Time

Not many wealth advisors are asked by their clients which health insurance plan might work best for their family or whether they should buy or lease an automobile. But the team at Mainsail Wealth Advisors gets questions like that all the time. “It’s humbling to be asked those types of questions,” says Scott Haley, managing partner and branch manager, “but it’s a pleasure to be so engaged in our clients’ lives that they rely on us to help them make those decisions.”

Momentum Solutionz

CDM Software Solutions, Inc.

Made-to-Measure Service and Professionalism in IT

In the usual IT consultant experience, a client calls for help, a provider says, “Sure, we can do that,” and maybe immediate problems get fixed.

Momentum Solutionz is not the usual IT consultant experience. Clients in a wide range of business categories turn here for consultation, only to realize what they’ve actually found is partnership.

Lorne Kaufman and Jeff Servidio are 20-plus-year software support veterans, each having worked for industry giants. They met while bringing their separate talents to a project and saw a synergy that suggested an advantage in working together, so they formed Momentum Solutionz. The company remedies symptoms by curing the problems that cause them.

Harbor Wealth Advisors

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Holistic Retirement Planning
Starts With the End in Mind

 

They’re one of the largest and most influential generations in history, pacesetters and tastemakers in everything from music to politics, fashion to fitness. Now, as millions of baby boomers retire, or prepare to retire, they need someone to show them the way. For many Virginians, that someone is Harbor Wealth Advisors.

The Richmond-based firm focuses on helping baby boomers make the most of their retirement years. “We take a holistic approach to retirement planning,” says Jeremy D. Shipp, CLU®, RICP®, president and founder.

According to Shipp, there’s a lot more to retiring successfully than saving and investing money. How you “de-cumulate” your money – how you draw down your assets to create a retirement income – can mean the difference between enjoying a comfortable retirement for the rest of your life and running out of money.

Real-World Knowledge and Experience
“A lot of people get hung up on chasing a high rate of return to get to a certain net-worth number without addressing the various risks that could derail their retirement plans,” Shipp says. “For example, longevity risk: People are living longer, so your money needs to last longer. Another example is tax risk: What would happen to your income or your portfolio if Congress decided to raise income taxes by 20 percent and all of your money was in IRAs and 401(k)s?”

Other potential risks include inflation, catastrophic illness and estate succession: “What’s going to happen to our money if my spouse or I need long-term care? What’s going to happen to all my assets when I pass away?”

Then there’s investment risk: Market volatility can wreak havoc on retirement income if it’s not planned for in advance. “You need to factor in sequence of returns risk when you start drawing from a portfolio,” Shipp says, “because the order in which your returns occur can have a huge impact on whether or not there’s any money left over.”

“At Harbor Wealth Advisors, we start with the end in mind. Our real-world knowledge and experience guide every plan we create and every recommendation we make.”

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1518 Willow Lawn Dr., 3rd Floor Richmond, VA 23230
800-889-1290 | harborwa.com | info@harborwa.com

Jeremy Shipp also provides estate services through Harbor Estate Services, harborestate.com.

 

 

 

 

Harry F. Byrd, Jr. School of Business

 

Harry081814FBCR_HARRYSS00001Harry F. Byrd, Jr. School of Business Develops Savvy Leaders
Dual MBA Degree Programs Give Students an Edge

Providing health care is more than a profession or a calling. It’s also a business. As health care delivery becomes more complex, costly and regulated, a keen business mind is an asset for any caregiver.

The Harry F. Byrd, Jr. School of Business at Shenandoah University created its dual MBA degrees in nursing and in pharmacy to prepare students for this real world. Through these programs, the Winchester, Virginia, university trains a generation of caregivers who will meet the challenges of a 21st century health care system. …Read More

Liberty University – School of Business

 

Liberty081814FBCR_LIBERMS00001Confident Leadership and Integrity in the Global Marketplace

For the Liberty University School of Business, producing tomorrow’s business leaders is actually a shortsighted goal.

“Our vision extends beyond tomorrow. We are looking decades ahead,” explains the school’s dean, Scott Hicks, Ph.D. “Our approach encourages lifelong learning and fosters personal skills that propel men and women to become more than mere professionals. They become their organization’s valued leaders for the future.” …Read More

James Madison University College of Business

 

James081814FBCR_JAMESSS00001Prepared to Make the Difference

An energy producer seeks new ways to market supplemental solar power. Students at James Madison University are full of bright ideas.

A nonprofit organization wants help increasing its social media presence. Mission accomplished, thanks to business students at JMU.

The business world is more competitive than ever. At James Madison University, students learn early in their academic career how to work together and why that matters.

“We believe student learning is about collaboration and engagement in and out of the classroom,” says Mary Gowan, Ph.D., dean of the College of Business and Kenneth R. Bartee Endowed Professor. “Because of our approach, we have excellent relationships with major companies. These relationships are often because of the success of our alumni.” …Read More

Eagle Ray, Inc.

It’s All About the Mission

With a client list that includes the U.S. intelligence community, state agencies, and the Departments of Defense and Homeland Security, Eagle Ray, Inc. understands the importance of a clear and focused mission as well as anyone charged with protecting our national security.

Founded in 2002, Eagle Ray, Inc. has been providing government agencies with strategic IT consulting services for over a decade. “Each member of our senior team has a specific expertise,” says Babs Doherty, president and CEO. “No one here is a generalist. We’re an incredible and powerful team that provides the right solutions because we leverage our strengths, do our homework and ensure our clients weigh in before moving forward.” …Read More