Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Todd F. Hearp is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.
Jim Patterson, III is a Registered Representative of Equity Services, Inc.
Registered Representative, Equity Services, Inc.
(540) 989-0109
James L. Patterson, III is a Registered Representative of Equity Services, Inc. and offers securities in CA (0L79540), MD, NC, VA, WV. James is also insurance-licensed in CA, FL, MD, NC, VA, WV
William R. McCloe, Jr. is a Registered Representative of Equity Services
Eddie F. Hearp is insurance-licensed in FL, KY, MI, NC, SC, TN, TX, VA & WV.
Andrew Gentiluomo, MBA
Registered Representative, Investment Adviser Representative, Equity Services, Inc.
(540) 989-0109
Andrew Gentiluomo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.
David Stover is a Registered Representative of Equity Services, Inc. David is securities licensed in the states of TN & VA. David is also insurance licensed in the States of NC, TN & VA.
Pat Lucas, CLU, LUTCF®
Registered Representative & Investment Adviser Representative, Equity Services, Inc.
540-989-0109
Pat is securities licensed in DE, FL, GA, KY, MD, NC, OH, SC, TN, VA, WV. Pat is insurance licensed in DE, FL, GA, KY, MD, NC, OH, SC, TN, VA, WV
David M. Jackson
Registered Representative, Investment Adviser Representative, Equity Services, Inc.
(540) 989-0109
David Jackson is a Registered Representative and Investment Advisor Representative of Equity Services, Inc.
Cory is insurance licensed to sell in VA & WV
Josh Tessar, MBA
Registered Representative & Investment Adviser Representative, Equity Services, Inc.
Joshua A. Tessar is a Registered Representative and Investment Adviser Representative of Equity Services, Inc
Ryan is Insurance licensed to sell in VA
Dawn is life licensed in the State of VA
John W. Sparger is a Registered Representative of Equity Services, Inc.
Bill is life insurance licensed to sell in the State of VA
Ron G. Yost is insurance-licensed to sell in NC, VA & WV.
BJ is insurance licensed in the State of WV
