Churchill strives to help individuals and families build, manage, preserve, and transition their wealth through a holistic approach. He guides each client to create a tailored investment plan focusing on their objectives, both for today and for the future. Churchill wants each client to live the one life they have in the best way they can, achieving their desired goals and working to help reduce their investment risk.He enjoys helping clients plan for their retirement, and advising what they should continue doing or what they may need to change in order to work towards achieving their goals. Churchill finds it rewarding to watch them engage in the process of planning for their today and their tomorrow. 

A Richmond native, Churchill holds an undergraduate degree from Randolph-Macon College and an M.B.A. from Strayer University. He has worked for Wells Fargo Advisors since 2005.

As a former small-business owner, Apryl Halstead, Financial Advisor Associate Vice President - Investments, enjoys helping run this advisor team and giving input on its growth and direction. She has owned four businesses across her career and been a licensed real estate broker – and although in her current role she cannot offer these services, she believes these experiences give her expertise and empathy for our clients.

Apryl wants to help clients develop goals and execute plans as they transition between different life stages. Whether you are a young professional just learning to manage your financial resources, or a client in midlife laying the groundwork for retirement, or an elder planning on behalf of beneficiaries, she will offer the guidance you need as you look to the future.

Supporting the advisors is Robert Read, Registered Client Associate, who joined us in 2018. After beginning his financial services career as assistant to his father, a veteran advisor, he brought his devotion to the highest quality of client service to our team. Robert makes sure our clients know that they have someone to contact if they need anything at any time.

Whitney Garcia, Marketing Client Associate joined the team in October, 2021. Daily, she serves as our first point of contact for clients—scheduling appointments, directing clients to the right person and helping the team execute our processes. Additionally, she is responsible for developing our marketing materials, maintaining our social media presence and client events.