4470 Cox Road, Suite 150
Education is vital to properly developing your retirement plan. We offer several educational opportunities throughout the year on a variety of topics, including but not limited to:
We have partnered with the University of Richmond’s School of Professional & Continuing Studies to offer courses in their Personal Finance curriculum. Please click below to register for upcoming classes.
Click here for additional classes offered by the University of Richmond’s School of Professional & Continuing Studies
With any questions about registering or upcoming classes, please reach out to Peyton.
Client Service Representative
Office: (804) 270-7626 ext. 1732
As a client service representative to Marcel, Peyton is responsible for setting up and assisting with educational workshops, client relations, and paperwork processing. She enjoys getting to know our clients and helping them achieve their retirement goals.
Peyton is also a Physical Therapist and continues to practice in the home health setting in the community on a part time basis. In her spare time, Peyton enjoys spending time with her family and friends, traveling, and staying active. Peyton is wife to Marcel.
Doctor of Physical Therapy, Virginia Commonwealth University; Bachelor of Science in Health Sciences, James Madison University.