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Archive by author: David Winn, CRPC®Return

David Winn joined DHGWA in 2015 after beginning his career as a Financial Consultant at State Farm and later at as a Portfolio Manager at Morgan Stanley. He works with clients from our Richmond and Chester, VA offices.  David is known as a tremendous student of the markets and the economic forces shaping it.  His clients know him for the personalized attention and care he provides and they count on him for careful overall investment planning.

Philip Moser | CFP®

Amy Manning | CFP®

Maria Tobin | CLU, ChFC, LUTCF with DHG Agency

Our team of specialists discuss some of the financial milestones you may encounter as you get established in life: buying a vehicle, buying a house, saving for college, buying insurance, and building net worth. You’ll hear how to plan for major purchases, prudently manage your debit, hear about the varied types of insurance and savings for kids’ college tuition. Initially created internally for DHG and now available publicly.
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