Broker Check

Our Team

Home  /  About Us  /  Our Team

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, 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...

Read more

W. Justin Lacy, AIF ®

Financial Planner & Partner

(804) 622-0563


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...

Read more

James Schreiber, ChFC®

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...

Read more

Tom O'Grady

Financial Planner & Partner

804 290-8723

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...

Read more

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 4 years of industry experience.

Read more

Brian MacInnis

Financial Professional


Brian has been in the insurance and financial services industry since 2011.  He relocated to Virginia in 2020 to join his brother, Mark, and Financial Services of Virginia.

Read more

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,...

Read more

Andrayea Contract

Licensed Sales Assistant to James E. Schreiber


Dale Crewe

New Business Analyst for W. Justin Lacy

(804) 614-1770


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...

Read more

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.