Meet The Team

Michael Greer

Financial Advisor

(804) 427-7784

(804) 597-5288

michael@greerfinancial.com

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit. There is no cost or obligation when talking with us by phone or meeting to discuss your circumstances and your retirement goals. We look forward to working with you soon to help you lower your stress and worry over your retirement years.

Sherri Huff

Client Services Manager

(804) 427-7784

(804) 597-5288

sherri@greerfinancial.com

Sherri Huff joined our staff in 2016 as our Client Services Manager at Greer Financial Group. She values the family-type relationship we have with our clients. When not at work, Sherri enjoys gardening, taking walks and being with family and friends.

Partners

Walt Gynn

Walt Gynn

Advisor Development Consultant & Annuity Specialist

Dave Ray

Dave Ray

Life Advisor & Development Consultant

Michelle Anderson

Michelle Anderson

Annuity Case Manager

Have a Question?

Thank you!
Oops!