GET TO KNOW OUR DEDICATED TEAM
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or investment account, please don't hesitate to contact us.
John A Iezzi CPA
Founder and Wealth Management Advisor
A look into any success story often reveals a great deal of teamwork. Two years into my career as a CPA, I was approached to do some accounting and tax work for a highly successful insurance firm that provided executive benefit planning for public and private companies. Over time, the business owner and I developed a close working relationship that opened my eyes to an array of opportunities, including joining Northwestern Mutual. Years later, this insurance executive, turned mentor and friend, left an indelible mark on my life, encouraging me to pursue a career in financial advising and insurance. I am forever grateful for his ability to envision a clear path for me and his willingness to invest in my future.
Relationship-building is the cornerstone of my practice, and I am fortunate to partner with individuals and businesses in achieving their financial aspirations. I believe in developing interpersonal trust through dependability and transparency. When it comes to conversations around something as personal and foundational as financial health, approachability, integrity, and sincerity are paramount. I ensure each of my clients is equipped with a sense of clarity and confidence around the financial plan that we build together to help them spend life living.
With a dual background in accounting and insurance at both the individual and corporate level, I offer my clients a holistic perspective on optimizing their financial health today and in the future. My technical expertise, depth of experience, and diligent attention to detail have earned me national recognition and referral. Through it all, I have my hardworking team, amazing clients, professional partnerships, and devoted family to thank.
Though I was born near Pittsburgh, Virginia is my true home. I graduated from Virginia Tech and still enjoy supporting my alma mater at athletic events throughout the year. In my free time, you can find me enjoying a round of golf, attending sporting events, collecting trading cards, and spending time with my family and friends. My wife Doreene and I are the proud parents of 3 adult children, John, Lauren and Allison.
If you're looking for a partner in financial planning and would like to schedule a consultation, reach out to me directly.
Teri Smith joined the Virginia Group of Northwestern Mutual in 1999. In August 2004, she joined John Iezzi’s team as an Associate Financial Representative. She holds FINRA Series 6 & 63 securities licenses, as well as the Life, Health and Annuity, and Long Term Care licenses. Teri has a degree in Business Administration.
Teri and her husband, Forrest, are Richmond natives and are proud parents to their three daughters Kenzie, Kloe and Sophie. They enjoy the beach, camping and spending time together with family and friends.
As Director of Client Services, Teri can assist you with all your servicing needs.
Scott Luxton joined John Iezzi’s team as an Associate Wealth Management Advisor in November 2019. With over 30 years investment experience in trading, sales, portfolio management and product management, Scott brings a wealth of knowledge and experience to the team. He holds FINRA Series 7, 63 and 24 securities designations as well as the Life, Health and Annuity and Long-Term Care license. Scott received a B.S. in Finance, Insurance and Business Law from Virginia Tech.
Scott and his wife Carolyn are the proud parents of three grown daughters, Lindsey Claire and Allie. They enjoy spending time in the northern neck of Virginia at their river cottage, attending Virginia Tech and JMU sporting events and relaxing with family and friends.
Scott is happy to help with all your investment questions and servicing needs.