Rappahannock Investment Group of Davenport & Company LLC

Brian is a professional Financial Advisor dedicated to helping his clients pursue their financial and life goals. With more than 22 years of experience in the financial services industry, Brian offers his clients sound advice based on his broad range of experience. He specializes in comprehensive retirement and financial planning and believes a sound investment plan is critical in helping his clients achieve their financial and life goals. Once he fully understands your goals, Brian will recommend a suitable investment program and monitor it on an on going basis.

He has served as a member of the Fidelity Advisor Council, and the American Funds President’s Club. He is a past recipient of the AXA Distributors Award of Excellence. He received his bachelor’s degree in Economics from the University of Richmond. Brian and his wife, Kenzie, have two young sons and reside in Wicomico Church, VA. Brian’s hobbies include sailing, fishing and woodworking.

Before entering the securities industry in 1991 with Advest as a Client Service Assistant, Kathy worked in the legal and law enforcement sectors in the Northern Neck area. In 1996 she joined Davenport & Company as a Client Service Assistant in the White Stone office and became Series 7 and 63 registered with the Financial Industry Regulatory Authority (FINRA) in 2000. A year later, she took on the responsibility of the Branch Office Administrator.

Kathy is responsible for managing the group’s client relations and operations. Her duties also include responding to client requests; coordinating with clients’ tax advisors and attorneys; processing new accounts, portfolio appraisals and IRA distributions; and serving as the group’s liaison with various home office departments and specialists. Kathy earned an Associate of Science degree in Police Science from Rappahannock Community College and a Associate of Science degree from J. Sergeant Reynolds Community College qualifying her as a Paralegal. She is an honors graduate of the Rappahannock Regional Criminal Justice Academy.

Kathy enjoys being active in the community. She currently serves on the Board of the Youth Club of Lancaster County and was formerly the president of the Board. Kathy and her family are active supporters of the Lancaster County Little League. She is the founding tournament director of the Lancaster County Little League Spanish Mackerel Fishing Tournament, where she served as director for many years. Kathy and her husband,Timmy, live in Lancaster with their two daughters, Tiffany and Paige. The family attends Morattico Baptist Church.