Meet Our Team

Eric is responsible for the leadership, direction and strategic initiatives for Old Point Wealth Management.  He has over 20 years of wealth management leadership experience. He holds his bachelor's degree from the College of William and Mary and his Juris Doctor from the University of Virginia. He currently serves on the board of directors for the Virginia Council on Economic Education and the Virginia Bankers Association's Trust and Wealth Management Committee.

Natalie Gill Natalie has over two decades of experience in the Trust and Wealth Management industry.  She leads a team of fiduciary professionals experienced in multi-generational wealth preservation and transfer, trust administration, estate settlement and tax planning and preparation.  She graduated from Campbell University where she majored in Trust Management and minored in Financial Planning.  Natalie also attended American Bankers Association National Trust School and National Graduate Trust School and earned her Certified Trust and Financial Advisor designation. She currently serves on the board of directors for the Virginia Peninsula Estate Planning Council.

Sean has more than two decades of experience in security analysis, portfolio management, and investment leadership. Sean received a B.S. degree in Finance/Investments from Babson College. Sean is a Chartered Financial Analyst® charterholder.

Jason is the Chief Operations and Compliance Officer of Old Point Wealth Management. He is responsible for managing the trust accounting and operations functions and oversees the quality and adequacy of all compliance and regulatory interactions and audit functions for Old Point Wealth Management. 

Jason has over a decade of experience in wealth management and financial services industry.  Prior to joining Old Point, Jason was a Director at New York Life and NYLIFE Securities.
 

Cheri brings with her more than 20 years of banking experience, with a background in retail banking management, investments and lending. Cheri received her Bachelor of Arts from The College of William and Mary. She holds the CFP® designation as well as the Series 6 and 63 investment licenses. Cheri is a member of the Williamsburg Alumnae Chapter of Delta Sigma Theta Sorority, Inc., a current board member for Williamsburg Community Health Foundation, and a former board member for a variety of local non-profit, housing, food security and business organizations.

Jenna Mackay has over 15 years of wealth advisement experience. Whether it be investment management, trust & estate services, retirement planning or risk mitigation, Jenna works with a team of deeply experienced professionals to maximize client engagement, advice, and planning across a wide range of wealth management solutions. Mrs. Mackay received her bachelor of arts from Christopher Newport University and, along with holding numerous investment and insurance licenses, she earned her AAMS® (Accredited Asset Management Specialist) designation through The College of Financial Planning.

Dee has over 30 years of experience in the financial industry. She assists with business development and coordinates the marketing activities for the company. Dee also directs training efforts across the company to increase awareness of Old Point Wealth Management's services and capabilities.

Brian is a Portfolio Analyst at Old Point Wealth Management. He is responsible for analyzing , structuring, implementing, and monitoring investment strategies for client accounts. As a member of the relationship team, he works to develop and coordinate investment solutions for clients based on their values, goals, and risk parameters. 

Brian has over two decades of experience in finance, including investment research, portfolio construction, relationship management, and assessing and implementing a variety of investment solutions for clients.  He graduated from Boston University with a B.A. in Political Science and received his MBA from Wake Forest University.

Corey is a Portfolio Analyst for Old Point Wealth Management. He is responsible for analyzing, structuring, implementing, and monitoring investment strategies for client accounts. As a member of the relationship team, he works to develop and coordinate investment solutions for clients based on their values, goals, and risk parameters.

Before joining Old Point, Corey worked for Huntington Ingalls Industries providing financial forecasts and financial statement analysis. He has earned a Bachelor of Business Administration in Finance and a Bachelor of Business Administration in Economics, both from Marshall University.  He is currently working toward an MBA at Georgetown University.
 

Nick is a Portfolio Analyst at Old Point Wealth Management. He is responsible for analyzing , structuring, implementing, and monitoring investment strategies for client accounts. As a member of the relationship team, he works to develop and coordinate investment solutions for clients based on their values, goals, and risk parameters. 

Before joining Old Point, Nick worked for B&L Management Company providing financial statement analysis and projections. He earned a Bachelor of Business Administration in Finance and his MBA from Roanoke College.

Rob has over 30 years' experience in the financial services industry. He has a B.B. A. from Barton College, is a Graduate of Cannon Trust School, and a Chartered Life Underwriter. He is a member and Past President of the Peninsula Estate Planning Council and the Society of Financial Service Professionals - Peninsula Chapter.

Tricia has over 25 years of experience in the financial services industry, with 20 of those years in the wealth management area. She has a B.S. in Finance from Virginia Tech, graduated with honors from Cannon Trust School, and holds the Certified Trust & Financial Advisor designation. Tricia is a member of the Peninsula Estate Planning Council.

Larry has over 30 years of accounting and tax experience through a career that spans public accounting, private company, governmental accounting and tax compliance.  His tax experience includes individual tax planning and preparation as well as corporate and fiduciary taxes.  He is a graduate of Christopher Newport University, where he majored in accounting.  He also holds a Charter Global Management Accountant designation from the American Institute of Certified Public Accountants.

Joe has nearly three decades of experience working with employer-sponsored retirement plans. His experience includes investments, recordkeeping, administration, compliance and advisory/consulting. He earned a B.S. in Economics and Finance from Frostburg State University. He is a member of the American Society of Pension Professionals & Actuaries where he earned his Qualified Pension Administrator, Qualified 401(K) Consultant, and Qualified 401(k) Administrator designations. He is a founding member of the National Association of Plan Advisors where he earned his Certified Plan Fiduciary Advisor designation, and also holds the Certified Employee Benefit Specialist designation.

Leesa has over 20 years of customer service experience and has nearly a decade of experience in the retirement industry.  She is a graduate of Evangel University with a bachelor's degree in Business Administration with a concentration in Management.  She is a member of the American Bankers Association Professionals where she earned her Certified IRA Services Professional designation and is also a member of the American Society of Pension Professionals & Actuaries, where she earned her Qualified 401(k) Administrator designation.