David Leuschen, AIF®, AAMS®
David has been active in the investment industry for more than 30 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 in 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 on 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 audiobook 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 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 fundraising 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 was with RBC Dain Rauscher, Inc. David 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 the 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.
Kristin has been in the investment industry for more than 10 years. After graduating summa cum laude from Virginia Tech in 2011, she joined Retirement & Estate Investment Services as a Client Services Representative, during which time she obtained her FINRA Series 7 and 66, and Life, Health, and Annuities licenses. In December 2014, Kristin pursued a job at Davenport & Company, a larger, regional investment firm in Richmond, VA. She worked as a Registered Client Service Associate for several financial advisors before taking on a new role as Overlay Manager within the firm’s Asset Management department in March 2016. Within her role as Overlay Manager, Kristin administered and traded the firm’s managed UMA, ETF, and third-party manager accounts. Throughout her seven years at Davenport, Kristin received two promotions: first to Associate Vice President in 2019 and more recently to Vice President in 2021.
In March 2022, Kristin rejoined Retirement & Estate Investment Services, where she directed her experience and focus toward working directly with clients. In partnership with David, her father, Kristin focuses on the areas of retirement and estate investment services.
Kristin and her husband live in the Near West End of Richmond. Together with their dog, they spend their spare time enjoying the outdoors, reading, and traveling.
Florence joined our team in June 2022. She brings to Retirement & Estate Investment Services her experience as a bookkeeper and office manager. She returned to the workforce in 2018 after being a stay-at-home mom to her three kids for 20 years.
Florence holds a BA in Education from UNC-Chapel Hill and a JD with a tax concentration from the University of Baltimore School of Law, where she graduated magna cum laude in 2½ years.
She and her husband live in Bon Air. Florence is passionate about her family and her pets. Her hobbies include traveling and exercising.
Last, but certainly not least, is Nana, our honorary "Branch Manager." In between naps and walks in the parking lot, Nana enjoys hiding under desks, begging for leftovers, and shorting stocks. In all seriousness, Nana keeps the good attitudes flowing here at REIS. Stop by and say hello to Nana!