Trey Jamison, AIF®, CPFA
Retirement Plan Consultant | Principal, Chase Dominion Advisors
(804) 747-1237
Trey Jamison is a retirement plan consultant specializing in employee education and individual financial planning at Chase Dominion Advisors.
David Beard, CRPC®, CPFA®, AIF®
Retirement Plan Consultant | Partner, Chase Dominion Advisors
(804) 747-1237
David is a retirement plan consultant specializing in employee education and individual financial planning at Chase Dominion Advisors. He focuses on customized employee education programs and holistic financial planning strategies for...
Barbara Y. Phillips, MBA
Vice President, Administrative Support and Compliance Assistance
(804) 747-1237
bphillips@chasebenefitadvisors.com
Barbara leads our ERISA compliance and administration team. She has more than 25 years of experience in the retirement plan industry and has cultivated an in-depth understanding of 401(k) and retirement plan regulations.
Jayme Collings
Client Service Coordinator
(804) 747-1237
Jayme joined Chase Dominion Advisors in September of 2021. She is dedicated to client facing tasks while ensuring exceptional client service. She plays an instrumental role in conducting day-to-day business around client meetings...
Avril Fernandez
Plan Administrator Assistant
(804) 747-1237
Paige Lawson
Retirement Plan Services Assistant
(804) 747-1237
Paige Lawson joined Chase Dominion Advisors in 2026 and is dedicated to supporting client facing tasks while ensuring a high level of service and care. She will be assisting with plan participant eligibility, schedule, preparing plan...
Ava Cachola
Intern
(804) 747-1237
Ava Cachola supports out team with a variety of client-facing and administrative responsibilities. She will be providing staff support for wealth management client service requests and transactions as well as assist with IRS filings,...
Clarke Chase
Founder and Principal Emeritus, Chase Dominion Advisors
Clarke is the founder and principal of Chase Dominion Advisors where he specializes in providing retirement plan design and consulting services to a broad range of businesses across multiple industry sectors.