CFM - Key Persons
Amy King is our firms Research Consultant. She works closely with our Senior Advisory Team as well as our Financial Planning Department. Amy has been in the financial services industry for over 15 years. Prior to joining CFM , Amy's career started with a National Bank as a custody fund account manager and as an Associate Financial Representative with a National Wealth Management Firm in Boston, MA. She spent the last eight years with an accounting firm as a Senior Director, managing the operations and compliance. Interestingly enough Amy is originally from Memphis, TN and eventually moved to the Hampton Roads area from Boston, MA, where she attended Boston University and received a Bachelor's Degree in Mathematics.
Outside of work, Amy enjoys spending time with her son, going to the beach and hiking and puzzles. Amy never misses an opportunity to relax with yoga, live concerts and wine tasting dinners.
Job Titles:
- Investment Operations Associate
Becky Blair is an Investment Operations Associate at CFM, specializing in opening and maintaining accounts as well as providing superior client service. Becky joins us with 20 years of experience in the wealth management space from one of the world's largest fund companies as a Senior Shareholder Account Representative, a New Accounts Team Manager, and a Recruiting Associate. She also was a Senior Branch Office Administrator and a Senior Operations Administrator for two other fortune 500 firms.
Becky has lived in the Hampton Roads area for all her adult life. Her family settled here after her father retired from the US Navy with 30 years of service. She attended Old Dominion University where she received a bachelor's degree in Marketing and a minor in Psychology.
Away from work, Becky enjoys reading, going for walks, cooking and spending time with her children and loving on her grandson.
Job Titles:
- Client Experience & Service Manager
Hunter Brown leads our Concierge Department by serving as a liaison between each department to ensure each of our client's needs and wants are being met with a premium experience. Hunter comes to us with nearly a decade of industry experience from one of the leading mutual fund companies in the world as a Client Service Specialist. Before joining CFM, she was supporting three financial advisors with another wealth management firm.
Hunter was born and raised in Virginia Beach, Virginia and attended Christopher Newport University where she received a Bachelor of Science in Biology. When Hunter is not serving CFM clients, she enjoys spending time with her husband and animals on their farm, going to the beach and traveling. She also enjoys giving back to the community by volunteering her time to the 4H.
Job Titles:
- Associate
- Relationship Manager
- Associate Relationship Manager With Our Advisory Team
Jesse Campbell is an Associate Relationship Manager with our Advisory Team. Jesse is responsible for meeting with clients, working with them to discuss their goals, finding opportunities to provide value, and deepening client relationships while delivering exceptional customer service. Prior to CFM, Jesse spent numerous years in the Financial Industry, most recently focusing on investments and insurance. This prior work experience has allowed Jesse to elevate into multiple management positions.
Jesse was born and raised in the Hampton Roads area and attended Old Dominion University, where he received a Bachelor's Degree in Kinesiology while minoring in Finance. When he is not at work, Jesse enjoys spending time with his wife, their dog, and cats, traveling, seeking out good food, reading, exercising, and pursuing opportunities for personal growth.
Kevin Heninger is the Director of Operations as well as a Senior Design Consultant at CFM. Kevin is responsible for helping the firm scale its operations and achieve its strategic vision. Kevin was born and raised in Virginia Beach, Virginia and attended Old Dominion University, where he received a Bachelor's Degree in Marketing while playing on the baseball team. Prior to joining CFM in 2018, Kevin spent the last 12 years at a large mutual fund company. Some of Kevin's previous roles included assisting shareholders and advisors with various questions regarding their accounts, managing a team of associates, designing and facilitating training for associates on numerous topics, and a brief time in the operations department where he was responsible for pricing some of the securities that make up the mutual funds.
Maurice Clarke is the President of CFM. He was introduced to the financial industry while still in high school and has professionally worked in the industry since 2005. His success and passion for the industry led him to incorporate his own firm in 2008 and officially opened the doors to CFM in 2012. Maurice is responsible for the vision, mission and implementation of CFM's strategic plan.
Maurice is a graduate of Norfolk State University with a Bachelor of Science in Economics. He holds his Series 7, 63 and 66 licenses along with his Life, Health, Annuity and Variable Annuities licenses. Maurice was born in Freiburg im Breisgau, a city in Baden-Württemberg, Germany. He grew up in Columbia, Maryland and has been a Virginia resident since 1999. When away from the office, he spends his time with his wife and their two children.
Job Titles:
- Risk Management Associate
Olivia Duvall is our Risk Management Associate at CFM. She spends her day assisting the team in protecting clients, their families, and their estates. She became a licensed insurance representative in 2016 managing state and national cases in group benefits, individual life insurance strategies and income replacement preparation.
Olivia moved to Virginia from her home state of Ohio in 2014 after attending the University of Cincinnati receiving a bachelor's degree in Psychology and a bachelor's degree in Philosophy. In her spare time, Olivia, enjoys various hobbies including art in all forms and exploring as many new places as possible.
Job Titles:
- Research Associate
- Research Associate in Our Research Department at
Shannon Justice is a Research Associate in our Research Department at CFM. Shannon joins us with nearly 18 years of experience in the financial industry where 15 years were from one of the world's largest mutual fund companies. She joins CFM with a wide variety of experience ranging from Private Wealth to Trading, as well as international exposure.
Shannon has lived in the Hampton Roads area her entire life. She graduated from Old Dominion University with a Business Administration degree focusing on Marketing and Decision Sciences. She also holds a Master's Degree in accounting from Liberty University.
Job Titles:
- Office Manager
- Office Manager at
Stacy Bishop is the Office Manager at CFM. Stacy joins us after 13 years in the dental field, with a concentration in new patient intake, insurance verification, contract management and serving as the bookkeeper of the practice for many years. She received her associate degree in Paralegal Studies.
Stacy was born and raised in Virginia. She currently resides in Virginia Beach with her Husband and their two daughters.
Job Titles:
- Associate in Our Financial Planning Department Here at
- Design Associate
Tabitha Herrick is a Design Associate in our Financial Planning Department here at CFM. She has been in client facing roles for nearly 2 decades, with nearly 7 of those years spent in the financial services industry at a large mutual fund company. Tabitha works closely with the other members of each Department in the firm to ensure the our clients are benefiting from our collaborative and comprehensive approach to wealth accumulation.
Tabitha, who is originally from Wisconsin, attended a small Design School in California and graduated with her Bachelor's in Visual Communications in 2005. After exploring life in South Carolina, California, and Wisconsin during the early 2000's she relocated to Virginia in 2010 and has been living in Virginia Beach ever since. Tabitha enjoys spending time with her family and traveling, however her most beloved role in life is being a mom to her daughter.
Job Titles:
- Design Consultant
- Associate in Our Financial Planning Department Here at
Virginia (Virgie) Tennial is a Design Associate in our Financial Planning Department here at CFM. Prior to joining the CFM team, she spent much of her career working at one of the largest mutual fund companies. Some of Virgie's previous roles included educating shareholders and advisors on accounts, assisting clients through navigating various company websites, and contributing to the training process of new associates.
Virgie was born in Nigeria, Africa and raised in Norfolk, Virginia where she attended Old Dominion University and received a bachelor's degree in Business Administration. Virgie has been in the financial services industry for over 17 years.