Broker Check

Team

  

 

Clarke Chase, AIF®

Retirement Plan Consultant | Managing Partner, Chase Dominion Advisors

(804) 325-1505

804-747-1237

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.

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Trey Jamison, AIF®, CPFA

Retirement Plan Consultant | Partner, Chase Dominion Advisors

(804) 325-1502

Trey Jamison is a retirement plan consultant specializing in employee education and individual financial planning at Chase Dominion Advisors.

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Barbara Y. Phillips

Vice President, Administrative Support and Compliance Assistance, Chase Dominion Advisors

(804) 325-1506

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.

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Cindy Pillsbury

Senior Account Manager, Chase Dominion Advisors

(804) 325-1509

804-747-1237

Cindy has been with Chase Dominion Advisors since 1995 as a pension analyst and account manager on the administrative support and compliance assistance team.

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Nancy Payne

Client Service Coordinator, Chase Dominion Advisors

(804) 325-1510

Nancy Payne is dedicated to client-facing tasks allowing Chase Dominion Advisors to deliver an exceptional client experience. Nancy has been with Chase Dominion Advisors since 1989.

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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...

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Suzanne DuBose

Retirement Plan Services Coordinator

804-325-1170

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...

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