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Meet Our Team

Trey Jamison

Trey Jamison, AIF®, CPFA

Retirement Plan Consultant | Principal, Chase Dominion Advisors

(804) 325-1502

David Beard

David Beard, CRPC®, CPFA®

Retirement Plan Consultant | Partner, Chase Dominion Advisors

(804) 325-1298

Barbara  Phillips

Barbara Y. Phillips, MBA

Vice President, Administrative Support and Compliance Assistance

(804) 325-1506

How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Fiduciary Services

Our fiduciary services mean that we must provide advice in the best interests of the plan and its participants.

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Compliance Assistance

Employers are required to perform many duties to fulfill compliance with ERISA. We provide you support to help lighten your workload.

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Provider Selection

We work with industry-leading retirement plan services providers and plan administrators to helps meet a broad range of retirement plan needs.

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Plan Administration

We provide comprehensive retirement consulting services and are both vendor and investment neutral which allows us to act as true independent plan consultants.

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Benchmarking Benefits & Success

Let us provide plan data and detailed reporting and comparisons to ensure the best plan for your company.

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Employee Financial Wellness

Quality employee education and communication is critical to the success of the plan. Let us guide your employees to financial success.

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Receive your copy of "10 Key Provisions For Retirement Plan Sponsors".

Thank you!