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Your Wealth Management Team

Investment Team

The Wealth Management Professionals at Old Point Trust & Financial Services follow a disciplined approach in managing your financial success. We help define your objectives, investment guidelines and we keep you informed of your portfolio’s success.

Eugene M. Jordan, II, Esquire

Eugene M. Jordan, II, Esquire

President & CEO

Gene has over 20 years of estate planning and fiduciary law experience.  Gene holds a Certificate of Trust Management and Juris Doctor from Campbell University.  He is a past President of the Peninsula Estate Planning Council and a current member.  Gene and his wife reside in Hampton with their two children.

 
 
McKim Williams, Jr.

McKim Williams, Jr.

Senior Vice President & Chief Investment Officer

McKim has over 15 years of investment and portfolio management experience. In addition to overseeing our investment research and portfolio management, he also writes our Quarterly Investment Commentary.   McKim attained both his B.A and M.B.A. from The College of William & Mary and has attained Bloomberg â Certification for both Equity & Fixed Income.  McKim serves as a member of the investment committee for a local municipal employees retirement fund.  He is a member of the Economics Club of Hampton Roads.  He and his wife reside in Newport News.

 

Austin H. Rape

Investment Officer

Austinjoined the Trust Company in May and enjoys researching new investing opportunities to maximize client’s net worth.  He attained a B.B.A. with a Certificate in Trust and Investment Management and a M.B.A. with classifications in Finance, Marketing, and Management from Campbell University in NC.  In addition to his education at Campbell, Austin has expanded his trust experience through working with banks on both the east and west coasts.  Austin resides in Newport News.

 

Emily Robbins

Business Development Officer - Southside

Emily has over 3 years experience in the financial industry.  She is a graduate of Cape Henry Collegiate School and attained her B.A. from James Madison University, and is currently enrolled in the Professional Financial Planning program at ODU.   She is a lifelong resident of the Southside and resides in Chesapeake with her husband.

 
Toni D. Dean, CPA

Toni D. Dean, CPA

Chief Tax Officer


Toni has over 21 years experience in tax preparation and tax counseling.  She holds a B. A. in accounting from North Carolina State.  As a tax accountant, her primary focus is on individual and fiduciary taxation.  Toni is an honor graduate of Cannon Trust Tax School.  She resides in the Smithfield area..