Get To Know Us

William J. Buehler, ChFC®, Partner

Bill has worked in the financial services industry since 1994 and has experience managing a financial services firm, building a private practice, and mentoring and launching over 40 successful advisors. He has developed close client/counselor relationships with CEO's, business owners and clients all over the United States. He frequently speaks at industry meetings and is a called-upon contributor to several industry periodicals. 

Bill holds the 7, 24, 65, 6, 63 and 22 Series licenses held with LPL Financial which, combined with his experience, allow him to confidently and credibly create and present a tailored financial plan of action for each of his clients. As a Chartered Financial Consultant, he understands the nuances of a range of topics from business balance sheets to estate planning. He is an expert in focusing on not only building wealth strategies that seek to create income streams that can last a lifetime. 

Bill's designations are part of the curriculum offered by the American College at Bryn Mawr, PA, which Bill attended. Bill is an Investment Advisor Representative and a Registered Representative of LPL Financial. He lives in Richmond with his wife, Connie, and their children.

You can review my background on FINRA's BrokerCheck.

 

Jordan E. Berryhill, CFP®, Partner

Jordan is a native of Richmond, VA and a graduate of the University of Virginia. Since 2006 he has been a financial advisor whose securities registrations include Series 7, Series 66 held with LPL Financial, and a life and health insurance license. He is an Investment Advisor Representative and a Registered Representative of LPL Financial. Jordan has earned the CERTIFIED FINANCIAL PLANNER™ designation.  He was awarded the Five Star Wealth Management Award in 2015 and 2016.*

Jordan's practice is centered on working with businesses, their owners and executives on qualified plan design assistance and education as well as business continuation planning for businesses in any stage of their development. In addition, Jordan has experience in all areas of personal financial planning including retirement planning, estate planning, insurance planning, and investment management, allowing him to guide each individual client towards their personal financial goals. 

Away from the office, he enjoys spending time with his family and playing golf. He lives in Midlothian, VA, with his wife and children

You can review my background on FINRA's BrokerCheck.

 

Thomas A. Scott, LPL Financial Advisor

Tom has been advising clients since 1995.  He enjoys helping clients strive to develop an asset base that enables them to maintain and improve their living standards throughout their retirement years.  His general objective is to create capacity for financial flexibility. 

Prior to entering the financial services area, he held various positions over the course of 20 years with New York Stock Exchange Corporations including;  Director of Acquisitions and Planning,  Market Manager, Marketing Director, Logistics Manager,  Operations Audit and Due Diligence Follow on.  This array of experience has been foundational to the work he performs on behalf of his clients.

He currently holds Series 7, 63, 65, 24 and 4 (Options Principal) registrations with LPL Financial.  Additionally he holds licenses for Life and Annuity products.

Tom earned a Bachelor of Business degree, Economics Major, from University of Georgia and a Master of Business degree from University of North Carolina, Chapel Hill.

In addition to business, Tom pursues an avocation as a Soccer Referee, often officiating over 200 games per year.

 

Cody Rankin,  LPL Financial Advisor

Cody is the most recent addition to our team.  He is originally from Columbus, OH and moved to Richmond, VA upon graduation from Coastal Carolina University in 2019, where he studied Finance with a focus in Wealth Management. Coldy holds the 7 and 66 series licenses and is an Investment Advisor Representative as well as a Registered Representative of LPL Financial.

He assists in servicing exisiting clients as he is currently building his own practice. Away from the office, Cody enjoys watching and playing most sports including football, baseball and golf. He is a devoted Ohio State fan and enjoys traveling with his wife Lexi.

You can review my background on FINRA's BrokerCheck.

 

Arlana Bohn, Executive Assistant

Arlana Bohn serves as the Executive Assistant for Buehler & Berryhill Financial Partners.  She has over 24 years experience in the insurance and financial services industry.  Arlana's focus is client services, managing underwriting, asset transfers and oversight of business processes.

 Arlana has 2 grown children and a grandson Brooks, she resides in Beaverdam on her small hobby farm of 32 years. She also enjoys making pottery, hiking, kayaking and gardening. 

 

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 and 2016 Five Star Wealth Managers. 

 

 

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