Our Team

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

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 coached youth hockey for 18 years.

Contact Doug at 804.378.7296 or email at dhartz@candfinvest.com.

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. He works to help his clients with holistic financial planning and portfolio management. His mission is to allow his 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 at the baseball field or horse stable. 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 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. Robert works to help his 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, Robert is equipped to educate and advise his 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 Goldendoodle, Ranger, 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 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 goals. 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.

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 is President of C&F Wealth Management.  A 1987 graduate of Washington and Lee University and 2017 from the Mason School of Business at the College of William and Mary, Matthew has over 35 years of financial services experience. He enjoys writing, long early morning walks, and the natural beauty of Virginia’s Northern Neck.

Please feel free to contact him for any reason at 757.741.2210.
 

Tanya is a liaison between her internal bank partners and the community they serve. She collaborates with community partners, business owners, executives, and families to help deliver an outstanding C&F experience. With over 30 years of experience in financial services, Tanya is a knowledgeable, and caring advocate, committed to helping her clients achieve financial success. Currently, Tanya maintains her Series 7, 66 and Life and Health licenses through LPL Financial.

Through a team-based approach, Tanya and her partners can offer advice and tailored solutions to meet their client’s unique financial needs.

Passionate about financial wellness and education, Tanya actively engages with organizations and university students, empowering them with the knowledge they need for a strong financial future. She also serves on the board of directors of the Metropolitan Business League and the Richmond SPCA.

Contact Tanya at 804-414-3272 or email at tbattle@candfinvest.com.

Jackie joined C&F Wealth Management in 2016 after 14 years with Middle Peninsula Insurance & Financial Services.  Jackie has more than 33 years of experience in the financial industry.  Her primary role is assisting Bill with his clients to help meet their individual needs.  Jackie’s specialty is building relationships with clients by helping them with their day-to-day goals and needs.

Jackie holds her Series 7 and 63 securities registrations through LPL Financial.

Jackie resides in Williamsburg. She loves spending time with her two sons and four grandpups. She also enjoys gardening, swimming and being outdoors. 

Contact Jackie by phone at 757.903.4027 or email at jhoward@candfinvest.com

Lauren joined C&F Wealth Management in 2016.  Her primary role is assisting health insurance clients with their day-to-day needs as well as handling projects for the Wealth Management team.

Lauren holds her Virginia Health, Life and Annuities license as well as her Series 7 and 66 security registrations through LPL Financial.

Lauren and her husband, Tommy, live in Yorktown. In her free time, she enjoys trying new restaurants, traveling and cheering on the Washington Capitals.

Contact Lauren by phone at 757.903.4031 or email at lhunter@candfinvest.com.

Julia joined C&F Wealth Management in 2016 after 10 years in the insurance industry.  Julia specializes in assisting individuals and groups with their insurance needs.  

Julia graduated from Old Dominion University in 2005 with a Bachelor’s Degree in Interdisciplinary Studies with a minor in Marketing.  She is licensed in Health, Life & Annuities and Personal Lines and is certified through the Marketplace.

Julia has lived on the Peninsula since 1992 and is an active member of the community, serving as a volunteer for the Girl Scouts and as a PTA Committee Chair at her children’s school.  She and her husband Adam have three beautiful daughters and live in York County.  

Robin Larkin joined C&F Wealth Management in the Spring of 2018. Previously, she held various administrative positions within the financial services industry. In her role as Client Relationship Manager, she is able to showcase her expertise at organization and establishing effective working relationships by providing ongoing support to our valued clients and investment officers.

Robin holds her Series 7 securities registration through LPL.

Robin has lived in the Richmond area since birth except for the four years spent at Longwood University where she graduated with a Bachelor of Arts degree.

Robin enjoys the water, reading, and spending time with friends and family .

Contact Robin by phone at 804.419.1759 or email at rlarkin@candfinvest.com.