Passion for serving others and making a positive impact.

“I’ve always had a passion for helping others and to be successful in financial planning means being truly invested in the client and their story.”

Sloan has his Bachelor’s degree from Virginia Commonwealth University, his Master’s in Business Administration from Longwood University, has earned his designation as a CERTIFIED FINANCIAL PLANNER®, and is Series 65 licensed.

He has built his expertise in tax preparation, financial plan building and analysis, and investment management.

Sloan loves educating clients about their choices to create a successful financial present and future.

Sloan lives in Richmond, where he does a lot of fishing, watching sports, and attending concerts.  He is also passionate about physical wellbeing.

Sloan’s certifications and memberships:

  • CERTIFIED FINANCIAL PLANNER®
  • Investment Adviser Representative
  • Member, Financial Planning Association
  • Investment Strategy Group