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The Optimal Service Group

428 McLaws Circle Suite 100
Williamsburg, VA 23185 Phone: (888) 465-8422, (757) 220-1782 Fax: (757) 564-3026 www.optimalservicegroup.com

Second Location

1021 E Cary Street, 22nd Floor
Richmond, VA 23219

Team contact information

Joseph W. Montgomery, CFP®, AIF®

Managing Director-Investments
[email protected]

Loughan Campbell, CIMA®, AIF®, MBA

Vice President-Investments
Financial Consultant
[email protected]

Cathleen G. Dillon, FPQP™

Assistant Vice President
Senior Registered Client Associate
[email protected]

Julia M. Halstead, CFP®, CPWA®, AIF®

Senior Vice President-Investment Officer
Financial Consultant
[email protected]

Ashley S. Hargrove

Vice President
Senior Registered Client Associate
[email protected]

H. James Johnson, III, AIF®, MBA

Associate Vice President-Investments
Financial Consultant
Institutional Consultant
[email protected]

R. Bryce Lee, CFA, CIMA®, CAIA, FRM, AIF®, MBA

Managing Director-Investments
Financial Consultant
Senior Institutional Consultant
[email protected]

Karen H. Logan, CIMA®, AIF®, MBA

Vice President-Investments
Financial Consultant
Senior Institutional Consultant
[email protected]

Vicki A. Smith, FPQP™

Assistant Vice President
Senior Registered Client Associate
[email protected]

Emily E. Sporrer, FPQP™

Registered Client Associate
[email protected]

Bradley J. Stewart, CFP®, CPWA®, QPFC, AIF®

Vice President-Investments
Financial Consultant
[email protected]

Christine M. Stiles, AAMS®, FPQP™

Vice President
Senior Registered Client Associate
[email protected]

Robin S. Wilcox AIF®, MBA

Vice President-Investments
Financial Consultant
[email protected]