Broker Check

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

How Can We Help You?

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

Financial Planning

We build a customized and comprehensive financial plan that helps to pursue your goals.

Learn more

Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

Learn more

Retirement Income

Structure your retirement income so that you can maintain your lifestyle choices and priorities.

Learn more

Investment Management

We can customize your portfolio around your goals, timeframe and risk preferences.

Learn more

Estate Planning

We'll help secure your legacy for future generations.

Learn more

Saving for Education

Your education planning strategy should be tax advantaged and evolve over time.

Learn more

Find out the "12 Common Financial Mistakes to Avoid".

Thank you!