Over the years, we have found that a team approach can be an effective method to help clients with 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 developing a strategy to address your financial goals and objectives, using some of the most efficient methods.
Mark MacInnis
Principal Partner, Fiduciary Standard
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...
W. Justin Lacy, AIF ®
Managing Partner, Financial Advisor
Justin started his career in the financial services industry in 2008. He has a passion for the business and sincere dedication to his clients. Justin firmly believes that success comes from developing, communicating, and executing a...
James Schreiber, ChFC®
Managing Partner, Financial Advisor
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...
Tom O'Grady
Managing Partner, Financial Advisor
Tom O’Grady is a partner with Financial Services of Virginia. Tom has over 30 years’ experience working with his clients to help them achieve both short- and long-term goals. Tom believes in a holistic approach to financial...
Shelley White
Client Services Associate
Andrayea Contract
Licensed Sales Assistant to James Schreiber
Ben Haynes
Financial Advisor
Ben began his financial career in 2019 and joined Financial Services of Virginia in April of 2024. As an advisor, Ben brings together his professional knowledge and passion to help his clients reach their financial goals. A graduate of...
Blake Sankbeil
Paraplanner
C. Wayne LaPlante
Partner, Financial Advisor
Colen "Wayne" LaPlante, AIF® has over 25 years of experience in the financial services industry. As a partner at FSV, Wayne consults with clients and prospects on a variety of topics to assist them in achieving financial stability....
Jennilyn Fiala
Executive Assistant to Mark MacInnis
Kathy LaPlante
Executive Assistant to C. Wayne LaPlante
Melissa Trelease
Receptionist
Noah Fletcher, CFP ®
Financial Advisor
Samantha Streat
Executive Assistant to W. Justin Lacy
Tony Gomer, MBA
Financial Advisor
Client Centered
Whether you are interested in building wealth, protecting your family, or preserving your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals has 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.
