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Our Team

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using some of the most efficient methods available.

W. Justin Lacy

Financial Planner & Partner

(804) 622-0563


Financial Services of Virginia W. Justin Lacy, Financial Planner, and Partner Licenses held: Series 6, 63, 65, Life, Health and Annuity. Justin Lacy is a financial planner and partner at the Financial Services of Virginia. He has been...

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Jennifer Epps

Executive Assistant to W. Justin Lacy

(804) 622-0567


Jen is the executive assistant to Justin Lacy and ensures that his schedule and client matters are organized. She also has 5 years of financial services experience, a Bachelor Degree in Business Admin from Old Dominion University,...

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Mark MacInnis, RICP®

Financial Planner & Partner

(804) 622-0558

Mark Maclnnis is a financial planner and partner at the Financial Services of Virginia Passionate about helping clients surpass their financial goals, Mark has been instrumental in leading a team of successful advisors and staff in...

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Denise Merian

Executive Assistant to Mark MacInnis

(804) 622-0574

A founding member of Financial Services of Virginia in 1986 and rising to Chief Operating Officer, Denise helped to build and manage Financial Services of Virginia to be one of the oldest independent financial planning firms in Central...

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James Schreiber

Financial Planner & Partner

(804) 290-8709

James Schreiber is a financial planner and partner at the Financial Services of Virginia. Through the work of his team, he prides himself on being a comprehensive financial counselor who helps clients with a variety of financial...

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Shelley White

Director of Client Experience & Financial Advisor

(804) 346-8162

Shelley White is the Director of Client Experience for Financial Services of Virginia. She is a licensed financial advisor with 3 years of industry experience. Hertasks include building rapport with new and old clients, preparing...

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Samantha Payne

Executive Assistant to James Schreiber & Shelley White

(804) 346-8167

Samantha is an Executive Assistant for James Schreiber and Shelley White. She has two years of experience in the industry and uses her attention to detail to schedule appointments, accurately complete paperwork, and send it to the...

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Dale Crewe

New Business Analyst

(804) 614-1770


Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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