Ryan Klimek
Ryan’s career as a financial adviser began upon graduation from the Virginia Commonwealth University (VCU) school of business in 2001 with a bachelor’s degree in finance. His passion for investing began early with encouragement from his father, who was an entrepreneur. Even today the zest for business and investing continues to drive his love for his business and this industry.
Ryan loves the great clients he has built a relationship with over the years and hopes to continue to make a positive impact in years to come.
Ryan grew up in the Richmond area and has maintained strong ties to his local network of family and friends. He currently lives in Glen Allen with his wife Ashley, a local teacher, their children, Andrew and Jackson and pets. When he isn’t working, you may catch Ryan cultivating a variety of interests including most sports, checking off bucket list travel destinations, going to concerts, spending time with family and friends, reading, or playing golf.
George “Ted” Paul, III
Ted started his career in 1993 with Mass Mutual. He was a Career Agent for 6 years. He was promoted to a manager in 1999. After 2 years, he took a Manager position with Provident Mutual.
In 2005, he was promoted to Managing Partner to oversee 30 Brokers. He and Ryan Klimek started Pinnacle First in Dec. of 2008. Ted went back to helping clients and managing a personal book of business at that time.
In his spare time, he coaches little League Baseball and Flag Football with his grandson. He enjoys playing golf, hunting and spending time with his Family.
Ted enjoys helping his clients achieve their financial goals and takes pride in the relationship he has built.
E. Gray Glass CFA, AAMS
Gray Glass, III, CFA, AAMS, is a seasoned financial professional with over 50 years in the financial services industry. Beginning in New York City as an investment analyst, Gray researched a wide range of companies, focusing on small-cap and start up. Upon moving to Richmond, VA in 1991, he transitioned to being a Financial Advisor. He currently specializes in serving clients who are retired, or close to retirement using a multitude of diverse investment products. Gray has an MBA, with a concentration in Finance, from Columbia University’s Graduate School of Business and has been an adjunct professor at Averett University since 2008 where he teaches Business & Finance.
IN MEMORIAM:
Pinnacle First lost a great friend and colleague in August 2022. Gray was a consummate professional who treated everyone with fairness and respect. He will be greatly missed and fondly remembered by his clients and co-workers, alike. Our thoughts remain with his family.
Jerry W. Bailey ChFC®
Graduate: University of Richmond, The American College
Years in Business: 37
Areas of Focus: Retirement Planning and Pre & Post Retirement
Professional Designations: Chartered Financial Consultant®
Boards: Trustee of Gethsemane Church and Handover County Planning Commission
Marvin Faison
Marvin Faison is the owner and financial consultant at Faison Financial in Chester, VA. Growing up he lived in Petersburg, VA where he attended school and grew a love for music. From 1972 through 1977 Marvin was a professional musician. In 1980, Marvin began his collegiate career and gained his Bachelor's and Master's degree from Virginal State University in Petersburg and went on to earn his Master of Philosophy from Columbia University.
Marvin has over 30 years of financial industry experience and in 1998 formed his independent firm Faison Financial. In 2017, he partnered his practice with Pinnacle First Financial Group.
George “Allen” Foglesong
George “Allen” Foglesong, CLTC is a native Richmonder and lives in Midlothian with his wife Rachel and kids Mackenzie and Tanner. He began his career in the financial services industry in 1995 after the birth of his daughter. He began as a captive agent for MassMutual specializing in life insurance, disability insurance, and mutual fund investing. Later he earned his long term care certification from Harley Gordon, the creator of the designation. Allen now has a lifetime membership with CLTC and helps folks navigate the needs for coverage.
Allen wanted more freedom with his career and started Foglesong Financial Services, Inc. in 2005 and later joined Pinnacle First Financial Group, LLC. His passion is working with families and small business owners on financial strategies for the long haul. Some of the areas he focuses on are risk management, retirement, education savings, and legacy planning.
Bruce Griggs
Bruce Griggs and his wife Dr. Joanne Schmit are homeowners and residents of Virginia residing in the Brickshire community of New Kent County since 2004.
Dr. Schmit is a Chiropractor and owner of West Point Chiropractic. Mr. Griggs has been an investment advisor representative in the Financial Services industry since 2002 and is series 7, 66 and Life/health/annuity licensed. Mr. Griggs’ specialty is helping clients in pre and post retirement investment management.
Dean Sadak
Dean began his career in the financial service industry, after graduating from Virginia Tech in 1983 with a Bachelor of Science degree in Business Finance. He has spent over a decade designing lifetime income and wealth transfer strategies. Dean’s expertise centers in portfolio management, wealth enhancement and income planning. Dean works closely with his clients during the distribution phase, helping them obtain a strong and prosperous retirement.
Dean grew up in Middleburg, VA (Horse Country) and moved to Richmond where he has built his career. He is married and has two children. Dean is active in his church and community, enjoys working out at the YMCA and playing sports along with coaching his son Alex’s basketball team. He enjoys traveling and spending time with his family and increasing his clients net worth and retirement income.
Matthew Whitaker
Matt is a lifelong Richmond resident and received his undergraduate degree from Hampden-Sydney College and his MBA from Virginia Commonwealth University. After completing college, Matt completed a management training program in the retail banking industry. Since then, he has spent his 25+ year career in the investment business and holds the Series 7, Series 63, Series 65, and Life & Health Insurance licenses.
After working at several wirehouse and regional brokerage firms, he has enjoyed the freedom and flexibility of working with an independent financial services firm such as Pinnacle First Financial Group. Matt works with individual clients and business owners on a wide range of financial issues, including retirement planning, retirement income strategies, asset allocation, education planning, and estate planning.
Matt has a son, Kendall, and a daughter Lucy. He enjoys sports of all kinds, especially watching his children compete. In his spare time he can be found exercising, playing racquet sports, playing golf and spending time with his children.
Elaine Sledge
Elaine is a native of Enfield, North Carolina and attended school through the Halifax County School System, and graduated from Halifax Community College with an associate degree in Applied Science Degree in Business Administration. Since March of 1974, Elaine has enjoyed calling Richmond, VA her home.
A mother of three she also has six grandchildren, which keep her busy. Elaine's family is one of her greatest joys as well as being active in her church serving on the Diaconate Ministry, ushers, pastor’s aide and singing in the choir.
Elaine's career began in 1978 in the insurance industry. Her 30+ years of experience includes in all areas of insurance from life, health, auto to annuity products. She also focused on new business life underwriting and data entry.
Since January of 2009 Elaine has been working at Pinnacle First Financial Group. She assist the advisors in their day-to-day activities and enjoys interacting with clients from greeting them at the office to getting to know when when they call in. Elaine believes great customer service is paramount.
