Our Team

Forrest E. Williams, Jr., CFS, CPFA

Managing Partner

(757) 756-4646


Forrest E. Williams, Jr. has been in the financial services industry since 1993. Forrest is an Investment Adviser Representative with LPL Financial. He works primarily in the areas of asset management, corporate retirement plans, and...

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Justine Thompson

Director of Client Services

(757) 756-4640


Justine works closely with our clients to implement the objectives of their financial plan and strives to ensure their expectations are always met. Before joining our team, Justine worked with MassMutual for four years, and is excited...

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Tom Stout

Client Services Associate

(757) 756-4645


Tom Stout has been in the financial services industry since 1989. Prior to joining The Opus Group of Virginia, Tom worked for nearly 30 years as an institutional investment representative for major mutual fund and insurance companies....

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