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®
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.
Suzanne DuBose, MBA
Retirement Plan Services Coordinator
(804) 747-1237
Suzanne supports the continuous workflow and multi-step tasks of Chase Dominion Advisors’ fiduciary process for ERISA compliance. She assists in all aspects of our retirement plan consulting services, including new client...
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...
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.