Our Team

Concentric Team

 

Advisors

Rainer Schlichtherle , CFP®, CASL®

Co-Founder & Wealth Management Advisor

Office 804-762-7090


Email

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Jarrod Markley , CFP®, ChFC®, CLU®, CASL®

Co-Founder & Wealth Management Advisor

Office 434-817-2567


Mobile 434-249-8822


Email

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Jason Travis Taylor , CFP®

Lead Advisor

Office 434-817-1076


Email

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Planning

Megan Litteral , CFP®, ChFC®

Director of Planning

Office 804-762-7039


Email

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Lauren Lennon

Financial Planning Analyst

Office 434-817-1060


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Jasmyn Vickery

Financial Planning Analyst

Office 804-346-5466


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Joseph Sabol , MBA

Office 434-817-2567


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Service

Stephanie Howard

Director of Operations and Client Service

Office 434-817-2567


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Susanne Derrico

Service Associate

Office 434-817-2567


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Ronnie Wayne Palmore Jr.

Client Relations Manager

Office 804-622-5607


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Mindy Carpenter

Service Coordinator

Office 434-817-1060


Email

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