The principal of the firm is J. Quintin Mullins. He is a CERTIFIED FINANCIAL PLANNER™. Quintin has been employed in the financial services industry since 1980 and directly managing investment portfolios and providing financial planning services since 1985. He has a Master's of Business Degree from West Virginia College of Graduate Studies and a Bachelor of Science Degree from Bluefield State College. He is a graduate of Southeastern Trust School at Campbell University, the Cannon Financial Institute Trust Graduate School and Virginia Bankers Association School of Bank Management at the University of Virginia.
Virginia “Ginny” Koontz is a Financial Planner and a graduate of Virginia Polytechnic Institute and State University with a Bachelor of Science Degree. She is a CERTIFIED FINANCIAL PLANNER™ and helps clients develop, implement, and monitor plans to accomplish life goals. She has been providing financial planning services and client services since January 2011.
Ella has over 30 years of experience in customer service and office administration. As our Client Services Associate, she acts as a liaison and provides support services to both our planners and our clients.