Ascend Beyond Wealth

Chris attended Virginia Commonwealth University before starting his career in 1999. In August of 2001, he joined Miller Financial Services. Chris is responsible for implementing investment strategies and conducting annual strategy meetings with clients. He earned his Chartered Life Underwriter (CLU®) designation from The American College in February 2014, he earned his Chartered Financial Consultant (ChFC®) designation in May 2015 and he went on to earn his Retirement Income Certified Professional (RICP®) designation in November 2018.

Chris and his wife, Anne Marie, have a son, Bailey, and two daughters, Kinsey and Reagan.

Colin attended the College of William Mary in Williamsburg, VA and graduated with a BA in Economics before starting his career in August 2010.

Colin advises clients on financial planning matters while also overseeing the team’s portfolio research, due diligence and advisory implementation. In August of 2014, Colin earned his Chartered Life Underwriter (CLU®) designation from The American College. Colin is a CFA® charter holder and a member of the CFA® Society of Virginia.

Colin and his wife, Megan, have three kids and reside on a farm. He is happiest when he is outdoors, including watching his kids participate in sports and partaking in one of his favorite family activities, alpine skiing. His newest hobby is training and hunting with their German Wirehaired Pointers, Leo and Rosie.

Stephanie earned her BS degree in Business Management from North Carolina State University in 2007.

She started her career as a risk analyst in 2008 and has held various roles including Assistant Director of Network Office Supervision and Investment Operations Manager. She joined Miller Financial Services in 2011 as an Associate Wealth Management Advisor and then Director of Operations in the Virginia Beach Office, before eventually being named the Operations Team Lead, overseeing business strategy and operations for the team.

Stephanie resides in Alpharetta, GA with her husband, Aaron, daughter Lila, and son Camden. Outside of work you can often find Stephanie at her children’s sports games or dance performances, and loves to travel with her family, whether it’s hiking in the mountains, boating at the coast, or attending sporting events.

Kyle graduated from the College of William & Mary in Williamsburg, VA with a BBA in Finance before joining Miller Financial Services in February 2023. Kyle has 14 years of investment industry experience and was most recently Vice President of Thematic Investment Research at Citi Private Bank. He has also held positions of Director of Equity Manager Research at Oppenheimer & Co, Associate at Fred Alger Management, and Financial Advisor at PNC Investments.

At Miller Financial Services, Kyle oversees portfolio management, investment due diligence, and assists with advisory implementation. 

Kyle, his wife Laura, and their rescue pup Obi, recently relocated to Richmond from Jersey City, NJ. They reside in Carytown and are loving the community. In his free time, Kyle enjoys outdoor activities like hiking, biking, and camping, going to concerts, and spending time with family.

He credits his parents for teaching him and his four siblings the meaning of hard work, humility, and giving back. 

Brian attended James Madison University in Harrisonburg, VA and graduated with a B.B.A in Finance in 2016, before starting his career as Investment Operations Associate. In April of 2018, he joined the Miller Financial Services team. In September of 2020, Brian earned his Chartered Financial Consultant (ChFC®) designation. In April of 2021 Brian obtained his CERTIFIED FINANCIAL PLANNER® professional designation and in May of 2024 he obtained his Certified Investment Management Analyst® (CIMA®) certification.

Brian and his wife Bess live in the near west end with their son and their chocolate lab, Tucker. In his free time, he enjoys playing soccer, traveling, and spending time at Lake Gaston, as well as tuning into English Premier League Soccer matches on Sundays.

Kristen graduated from the College of William and Mary in 2010 with a Bachelor’s of Sociology before going on to receive a Master’s of Science in Social Policy from the University of Pennsylvania in 2011. Kristen has over a decade of experience in administration and operations in the public sector and the health and wellness industry. Joining Miller Financial Services in 2020, she now serves as our Senior Client Relationship Manager.

Kristen grew up just outside of Richmond and has lived in the city since 2011. In her free time she enjoys exploring the city’s vibrant culture, exercising, cooking, and spending time with her husband Craig, son Marshall, and their dog Pibber.

Sally graduated from Longwood College in 2002 with a BS degree in Business Administration. Before she joined Miller Financial Services in March 2008, Sally was a paralegal in a law office in eastern North Carolina.  She currently holds her Life, Health and Annuities License.

Sally provides administrative support for the insurance side of the business, including paperwork and client service requests.

Sally and her husband, Ryan, have two daughters, McKenna and Landrey.  They enjoy traveling (beach and mountains), college sports and spending time with family and friends.

Marlene has a multifaceted role as part of the HR department, providing emotional support to employees through one-on-one interactions, facilitating team-building activities, and enhancing communication and trust across the firm. For the last 7 years she has been responsible for shaping and maintaining the firm's culture, ensuring a positive and productive work environment for everyone.

Marlene offers coaching services to OnePoint BFG’s clients as well, helping them navigate through various life circumstances. She is a dedicated coach with close to a decade of experience empowering individuals to achieve their personal and professional goals.

In 2016, Marlene received her coaching certification from The Institute of Professional Excellence in Coaching (iPEC). She has been a member of the International Coaching Federation (ICF) since 2017.

In her free time, Marlene enjoys working out, being outdoors, traveling and spending time with her family and friends.

Steve has been with OnePoint BFG Wealth Partners for over 20 years. He is the Chairman of our Investment Committee and a member of our Executive Committee. Steve also chairs the subcommittees for our UMA program, Alternative Investments, & Structured Products. He is a member of the subcommittees for OnePoint BFG’s Model Portfolios and for Group Retirement Plans. His primary responsibility is to serve as co-captain of our Think Tank, where investment portfolios are analyzed and proposals are written. Steve often joins our advisors on Zoom calls with clients to explain investment topics in detail.

Prior to joining OnePoint BFG in 2002, Steve worked for the mutual fund family Alliance Bernstein and the insurance company Northwestern Mutual. He graduated from West Chester University with a B.S. in Economics and a B.S. in Finance.

He married his high school sweetheart, Mary, in 2003. They now have three great kids. Steve loves to run, bike, & ski.

Sal joined OnePoint BFG in November 2020 as a Client Service Manager and has worked in the industry since 2012.

He graduated with an M.B.A. in Finance from Seton Hall University.

Outside of the office, Sal is a sports enthusiast who enjoys traveling and spending time with his friends and family.

Joseph has served as the Director of Financial Planning for the firm since 2000. He leads a team of analysts who are responsible for creating financial plans for clients including retirement and estate tax proposals, investment portfolio analysis, education projections, and life insurance proposals. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts and market trends, and manages clients’ investment accounts by performing quarterly reviews, proposals and tax management.

Prior to joining the firm, Joseph spent four years with The Prudential Insurance Company as a consultant assisting top-producing agents in case development, utilizing advanced marketing concepts such as deferred compensation, split-dollar and executive bonus plans, and analyzing needs and identifying opportunities to offer competitive, creative case planning for proposed clients. Joseph also worked for New York Life Insurance Company as a planner and mentor working with field force in developing financial plans for clients.

Joseph earned a BA in Accounting from Widener University and an MBA in Finance from Fairleigh Dickinson University.

Ken has served as a research and investment analyst since joining the firm in 2012. He is responsible for the preparation and drafting of investment proposals and reviews retirement income plans and trades. He is a graduate of Caldwell University with a degree in mathematics.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Andy is the Co-Founder, Managing Partner, Chief Executive Officer, and Wealth Management Advisor at OnePoint BFG Wealth Partners. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) with 40 years of experience dedicated to helping clients achieve their financial planning goals. Andy has an abundance of experience working with physicians and business owners, helping them build their wealth and develop a financial plan that helps maximize their life’s work, retire comfortably, and pass along their wealth to the next generation in an efficient manner.

Throughout his career, Andy has received numerous financial awards and has been featured in various prestigious financial publications, including Kiplinger. He has been recognized as a Top 100 Independent Advisor (2020-2023) and Top 1,200 Advisor by Barron's (2018-2024), a Top 250 Wealth Advisor (2018, 2020) and Best-In-State Wealth Advisor by Forbes (2018-2024), and a Top 400 Financial Advisor by Financial Times (2018-2020). In addition, he was honored as an Executive of the Year in 2019 by NJBIZ and was a finalist for the Lifetime Achievement Award  by Invest in Others for his work with NJ SEEDS, where he served as an active member and trustee for over 20 years.

Andy holds a Bachelor of Science in Finance and Marketing from Rowan University. He is actively involved in the community through various charitable organizations, including Nourish NJ, the Navy Seal Foundation, the Jewish Federation of Greater MetroWest NJ, and JSDD, among others. In his spare time, Andy enjoys playing golf, reading, and spending time with his family at the beach.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  

CA Insurance License #0819639

Vince, a seasoned executive with nearly two decades of experience in the financial services industry, serves as the Chief Operating Officer at OnePoint BFG Wealth Partners. His diverse background encompasses business development, strategic planning, marketing, operations, and talent acquisition, enabling him to bring a unique perspective to the firm's leadership team.

As a member of OnePoint BFG's Executive Committee, Vince plays a pivotal role in driving the firm's organizational growth, efficiency, and innovation initiatives. His strategic vision and operational expertise have been instrumental in positioning OnePoint BFG for long-term success in an increasingly competitive landscape. Vince's commitment to excellence and his ability to foster a culture of collaboration and continuous improvement are the underlying principles helping to drive positive change at work and in life.

In addition to his executive responsibilities, Vince is passionate about empowering financial advisors to reach their full potential. He provides marketing consultation and business coaching services to advisory teams within the firm, leveraging his extensive knowledge and experience to help them grow their practices and deliver exceptional value to their clients.

Beyond his professional achievements, Vince is dedicated to making a positive impact in his community. He resides in Denville, New Jersey, with his wife Lindsay and their three children. Together, they actively support several organizations that hold deep personal significance, including Autism Speaks, Alex’s Lemonade StandSAY: The Stuttering Association for the Young. Through their involvement and generosity, Vince and his family strive to create a better future for those facing unique challenges and adversities.