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Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

 

Meet The Team

The team behind Wealth Innovations, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

james

James B. LaNeave Managing Partner

Jim LaNeave is an independent financial advisor who has been in the financial services industry since 1983.

After serving as an underwriter at Aetna Life and Casualty, Jim began working as a financial advisor for Transamerica. Five years later, Jim decided to take the helm on his own, and he has been the skipper ever since.

Jim and his team work to design and implement retirement income and wealth preservation strategies and provide an elite standard of service. Jim’s focus is on finding investments for his clients, featuring the potential for growth and income and, where appropriate, favorable tax treatment. He has spent his entire career educating and guiding individuals and families in the development and implementation of retirement planning.

Jim attended the University of Richmond. In his free time, he likes to spend time with friends and family, including his wife, Judie, and three children and four grandchildren. Jim is passionate for Virginia’s Northern Neck area and can often be found boating along its rivers and the Chesapeake Bay.

sam

Samuel B. LaNeave Managing Partner

Samuel is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

With 14 years of industry experience, including time with Wachovia Securities and Lincoln Financial/Sagemark Consulting, Sam has a diverse background of education, firm experience and a high level of proficiency in helping individuals, families and business owners create and complement comprehensive financial and estate plans.

Sam and his father conduct numerous informational financial planning seminars as well as specific workshops on Social Security and tax strategies throughout the Richmond metro area.

Sam is a native of Richmond and attended the Virginia Military Institute. He and his wife, Tiffani, have two children, Judah and Eli.

ashley

Ashley LaNeave
Director of Operations and Client Services

Upon returning home to Richmond, Ashley joined her father and brother at Wealth Innovations after working as a documentary film editor and in hotel hospitality management. She works hard each day to ensure new and existing clients have what they need to feel confident and content at Wealth Innovations.

Ashley holds life and health insurance licenses. She also has a degree in film studies from the University of North Carolina-Wilmington.

In her free time, Ashley enjoys spending time with family and watching movies.

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diane

Diane Hewes
Client Services Specialist

Diane Hewes graduated from Thiel College in Pennsylvania with a bachelor’s degree in elementary school education and child psychology. She worked as a teacher for decades until deciding to join her family to manage their farm business.

She and her husband, Bill, moved to Virginia five years ago to be closer to their children and grandchildren. At that time, she joined Wealth Innovations, bringing both an educational and service-oriented style of client services support that the firm’s clients greatly value and appreciate.

Diane enjoys spending time with her husband and family, cooking new recipes, reading and gardening.

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jeff

Jeffrey Brallier
Client Services Specialist

After working as a consultant and management leader in the mortgage finance and residential security protection fields, Jeffrey joined the Wealth Innovations team and now works to provide clients with top-tier service.

In his free time, Jeffrey enjoys spending time with his children and playing golf and pickleball.
As a Pennsylvania native, he is a fan of all Pittsburg sports franchises.

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Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

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Or give us a call at 804.355.5543

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