Broker Check

Team

 

Stephen E. Sigmon, CFP®

Partner | CERTIFIED FINANCIAL PLANNER™ | LPL Financial Advisor

(757) 223-5902

(757) 223-5903

Steve has over 20 years of experience in the financial services industry. He chose LPL Financial as the broker dealer for his financial planning firm so he could provide financial strategies on an unbiased and independent platform. He...

Read more

Jennifer B. Daknis, AIF®, PPC™

Partner | LPL Financial Advisor

(757) 223-5902

(757) 223-5903

With over 19 years experience in the financial services industry, Jennifer’s practice focuses on providing comprehensive wealth strategies to individuals, families and corporate clients.

Read more

Richard A. Pietsch, CFP®

CERTIFIED FINANCIAL PLANNER™

(757) 258-1063

(757) 223-5903

Richard began his career in the financial services industry in 2006 and has focused on helping clients with their goals – be they retirement, income, insurance, investment, tax, or estate planning concerns.

Read more

Ashley M. LaVoie, CFP®

 

Branch Operations Manager | CERTIFIED FINANCIAL PLANNER™

(757) 223-5902

(757) 223-5903

Ashley joined the Point Comfort Wealth Management team in January 2012 as a Client Relationship Manager where she plays an integral role in client care and maintaining daily team operations.

Read more

Ilona Broadney

Branch Operations Manager

(757) 258-1063

(757) 223-5903

Ilona has worked in the financial services industry since 2000 and is instrumental in running the day- to-day operations of the Williamsburg office. As the operations arm of the Williamsburg office, Ilona is dedicated to effective and...

Read more

Samantha joined the Point Comfort Wealth Management team in 2014 as a client service associate. She assists with client service requests, social media, marketing and special events. Samantha provides administrative support to financial...

Read more

Brian Collins, MBA

Manager of Client Relations

757-223-5902

757-223-5903

Brian has been in the financial services industry since 2002, serving a wide variety of clients as a Relationship Manager for an international investment bank, and later Financial Advisor. He has lived and worked in a number of...

Read more