William Morrison
President
Bill joined C&F Wealth Management in 2016 after 24 years as managing partner of his own firm, Middle Peninsula Insurance & Financial Services.Bill specializes in assisting customers with developing a financial plan for families and their heirs.Ultimately, Bill works to help customers integrate their financial decisions with their life goals in mind.
Bill is a 1981 graduate of the University of Richmond. He holds his Virginia Life, Health and Annuities license, along with Series 7, 63 and 65 securities registrations through LPL Financial.
Bill has lived in Williamsburg since 1993 and is an active member of the community. He enjoys spending his free time in New York at the lake with his wife, Sonya, and their two daughters. Bill is also an avid runner and cyclist.
Contact Bill by phone at 757-903-4028 or email at bmorrison@candfinvest.com
Douglas Hartz
First Vice President
Doug joined C&F Wealth Management in 1998. During his 30+ years in financial services, he has served as a branch manager, loan officer and branch investment officer. Doug’s specialty is assisting clients in developing their own financial plans to ensure they pursue their long-term financial goals. Investment planning, retirement planning and college savings are just a few of the many services he provides.
Doug attended East Carolina University and graduated from Virginia Tech’s School of Business in 1988 with a B.S. in marketing management. He holds a Virginia Life, Health and Annuities license, along with Series 6, 7, 24, 63 and 65 securities registrations through LPL Financial.
Doug resides in Powhatan with his wife Lisa and their two sons. In addition to his passion for fresh and saltwater fishing, Doug enjoys hunting, camping, playing golf and spending time in the great outdoors with his family and friends. He is an avid hockey fan, who also coaches youth hockey and plays in a men’s league.
Contact Doug by phone at 804-378-7296 or email at dhartz@candfinvest.com
Douglas Cash
First Vice President
Doug Cash is a First Vice President and Wealth Planner with more than 20 years of experience in wealth management and financial planning. He graduated from Lynchburg College in 1996 and began his career with Wheat First Securities in Richmond. Doug joined C&F Wealth Management as an advisor in 1999 and currently part of the Middle Peninsula team. He works closely with fellow Wealth Planner, Robbie Wilson, to help their clients with holistic financial planning and portfolio management. Their mission is to allow their clients the ability to focus on their life goals and passions while having a proper financial plan in place. Doug currently holds his Series 7, 63, and 66 securities registrations with LPL Financial as well as his Virginia Life, Health, Annuities, and Variable Contracts license.
Doug resides in New Kent with his wonderful wife, Lisa, and their two children. Doug has served the community in various capacities during the course of his career. He is a former president of the Kiwanis Club of Toano and has served in various leadership positions, including treasurer and president for the New Kent Youth Association. When not at work, Doug can usually be found on the baseball field coaching. He enjoys spending time with his family, hunting, and watching his children pursue their passions in baseball and horse riding.
Contact Doug by phone at 757-741-2253 or email at dcash@candfinvest.com
Robert Wilson Jr.
Assistant Vice President
Robert is a CERTIFIED FINANCIAL PLANNER™ and Wealth Planner committed to providing client-centered financial planning and wealth management advice.
He has been a member of the C&F Wealth Management family since his graduation from Hampden-Sydney College in 2014. Beginning as an intern, Robert was afforded the opportunity to grow with C&F Wealth Management and its clients from the outset of his career. Robert works with fellow Wealth Planner, Douglas Cash, to help their clients pursue their financial goals and navigate the complexities of wealth management during the various stages of their lives. From portfolio management to education planning and second opinion services, the Middle Peninsula team is equipped to educate and advise its clients throughout their financial journey, leaving them time to pursue their personal and professional passions.
Born and raised in West Point, Virginia, Robert returned to his hometown after college to provide the community and surrounding area with transparent retirement planning and financial education. Robert is a firm believer in giving back to those that help shape your life. Robert is happily married to his amazing wife, Amber, and is a proud father to their son and daughter. When not spending time with his family, Robert can be found outdoors with his Labrador Retriever, Bear, and Golden Retriever, Harper.
Robert holds Series 7 and 66 registrations with LPL Financial. In addition, he is insurance licensed in Virginia for Life, Health, Annuities, and Variable Contracts.
Contact Robert by phone at 757-741-2254 or email at rwilson@candfinvest.com
Mary Ellen Twigg
Assistant Vice President
Mary Ellen Twigg joined C&F Wealth Management in 2014 and brings over 25 years of financial services experience to her role as a Wealth Planner. She holds her Series 7, 66 and 65 registrations through LPL Financial.
Mary Ellen views her practice as a mission to help individuals and families maximize their assets to meet their individual needs and goal. Relationships are her specialty. Over the years she has become a trusted advisor to her clients, assisting them with strategies to grow, develop, and protect their wealth.
Born in Richmond and always returning to Virginia, she and her family have lived in Midlothian for over 30 years.
Contact Mary Ellen by phone at 804-794-4281 or email at mtwigg@candfinvest.com
Pierre Greene
Assistant Vice President
Pierre joined C&F Wealth Management in April of 2023 but has been in the financial service industry for over 18 years. His primary goal is to create solutions that allows individuals and business owners to work towards their financial goals.
Pierre is a native of Chicago IL. He attended Old Dominion University on a full athletic scholarship, where he earned a bachelor in communications and a minor in counseling. He holds his Virginia Life, Health and Annuities license, along with his Series 6 and 63 securities registrations through LPL Financial. He has a Master of Divinity from the Samuel Dewit Proctor School of Theology at Virginia Union University as well as a M.B.A. from the University of Phoenix.
Pierre is an active member in his community. Currently he serves on the boards of the Henrico County Justice Board, The Commonwealth Institute for Fiscal Analysis, the Commonwealth Community Trust and the Leadership Metro Richmond. Pierre is an Adjunct Professor at Virginia Union University, a member of Alpha Phi Alpha Fraternity, Inc. and the Vice President of the National African American Insurance Association Central Virginia Chapter. When he’s not serving in the community, he enjoys spending his free time with his wife and their three sons.
Contact Pierre by phone at 804-858-8364 or email at pgreene@candfinvest.com
Brent Barth
Peninsula/Middle Penninsula Wealth Planner
Brent began his career as an investment advisor in 2012 when he joined Middle Peninsula Insurance & Financial Services. In November of 2016, he followed Bill Morrison, managing partner of Middle Peninsula, to C&F Wealth Management.
Brent is a 2003 graduate of Virginia Military Institute where he was an All-American football player for the Keydets. He holds his Virginia Life, Health and Annuities license, along with Series 6, 7, 63 and 65 securities registrations through LPL Financial.
Brent resides in Williamsburg with his son Jack. When not in the office, Brent is usually coaching his son Jack in baseball and football throughout the sports season(s).
Contact Brent by phone at 757-229-5629 or email at bbarth@candfinvest.com
Matthew McCormick
Richmond/Charlottesville Wealth Planner
After his time in the Army as an Infantry squad leader, Matt returned to the Richmond area to finish a degree in Business from Virginia Commonwealth University. While finishing his degree he began working at C&F Bank as a teller at our Powhatan Branch. After graduation he transitioned to Wealth Management as part of our Richmond team. He brings a long-term approach to financial planning, including retirement and education planning.
Matt lives in Varina with his wife Christine and dog Walter. They are expecting their first child in January of 2024. In addition to training Brazilian jiu-jitsu, he enjoys scuba diving, fly fishing, camping, hiking, and spending time outside.
Matt holds Series 7 and 66 registrations with LPL Financial. In addition, he is insurance licensed in Virginia for Life, Health, Annuities, and Variable Contracts
Contact Matt by phone at 804-379-7467 or email at mmccormick@candfinvest.com
