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The Optimal Service Group
428 McLaws Circle Suite 100Williamsburg, VA 23185 Phone: (888) 465-8422, (757) 220-1782 Fax: (757) 564-3026 www.optimalservicegroup.com E-mail address: [email protected]
Second Location
1021 E Cary Street, 22nd FloorRichmond, 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-InvestmentsFinancial 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]