Our Local Team

Our Local Team

David Leuschen, AAMS®, AIF®

President/Managing Partner

David has been active in the investment industry for more than 30 thirty years. His educational background is in finance and economics, and his investment career began while working for a small financial planning firm in Richmond. He received his training for the investment industry while working in New York City’s World Trade Center for what is now part of Morgan Stanley/Smith Barney. David later worked out of the Morgan Stanley local office in Richmond. Over the next 20-plus years, he continued to expand his investment career, working at Branch Cabell, Anderson & Strudwick, and Scott & Stringfellow.

David continues to focus in the areas of retirement and estate investment services. He has an Accredited Asset Management SpecialistSM designation from the College of Financial Planning and an Accredited Investment Fiduciary® designation. In 1993, he authored and published an educational audio-book titled “Understanding Investment Income and Retirement.” David has been interviewed and quoted in the Richmond Times Dispatch on the subjects of stocks and investing. For more than 10 years, David provided live on-air financial news reports for both WTVR and NPR radio stations here in Richmond. He also co-hosted a live call-in radio talk show discussing various investment and financial issues.

David has served as a board member of Richmond City CASA, a group that represents abused and neglected children in the Richmond City Courts. He has been an advocate and fund raising chairman for the Boy Scouts of America. In addition, David helped develop and write legislation that is part of the Commonwealth of Virginia Legal Code. In his spare time, David likes to play tennis and work in his shop. He and his family are very active members of the Westwood Racquet Club.

"Stock market's history reflects solid investments," Richmond Times-Dispatch

"Don't panic over funds scandal," Richmond Times-Dispatch

The articles above are from 2003, when David Leuschen was with RBC Dain Rauscher, Inc. Mr. Leuschen has not been with RBC Dain Rauscher, Inc., since April 30, 2004, and has no further affiliation with that organization.

All investments are subject to risk, including the loss of principal. Because investment return and principal value fluctuate, shares may be worth more or less than original value. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about a mutual fund, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.


Eddie Gugelman

Office Assistant

Eddie joined us in February, 2010. Her background is in the financial services industry; she retired in June, 2009, after 30 years with SunTrust Banks, Inc., where she was a senior vice president. Eddie provides direct operational support to David, as well as general day-to-day support for the entire office, as needed.

Eddie holds a BS in American History and psychology from Radford College (now Radford University), and an MBA from The College of William & Mary. She and her husband live in Richmond.


 

Darren Green

Marketing and Client Services

Having joined our local team in March 2016, Darren provides marketing, analytical, and client servicing support to the office. A member a Mensa, he is a native of Australia and has lived and worked in Richmond for the past 10 years.

Darren has held various management roles within the hospitality and insurance industries that focused on training, optimizing customer experiences, and operations. He is adept at social media marketing and enjoys facilitating networking opportunities for Aussies internationally and for RVA locals alike. Darren is happily married and has a young daughter. A keen sports fan (and participant), Darren first visited the US in his senior year of high school as a member of a touring baseball team.