Our Team
Our team combines decades of experience, advanced credentials and a fiduciary commitment to help you navigate every important financial decision.
Our specialists collaborate across financial planning, investments, tax, and estate planning to provide coordinated fiduciary guidance.
Meet Our Advisors
Every recommendation begins with your goals and is guided by a commitment to put your interests first.
President
A well-known financial educator, Thomas P. Marshall is President of Virginia Estate and Retirement Planning Advisors, Inc., an independent, fee-based financial planning and investment advisory firm. His expertise is helping retirees and those soon to retire avoid common, costly financial mistakes.
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Director of Tax Planning
An entrepreneurial executive who possesses a unique combination of skill sets that include business strategy, corporate finance, and accounting, Todd’s strong interpersonal skills compliment deep technical expertise.
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Director of Estate Planning
As a principal of Harvey & Driggs PLC, Jim Driggs is the go-to resource for all estate planning needs for VERPA clients.
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Director of Client Relations, Chaplain
As an ordained minister, Praveen brings a unique perspective to Virginia Estate and Retirement Planning Advisors, Inc. After more than 20 years in ministry and countless hours of counseling, Praveen observed that most of life’s problems are caused by the misunderstanding of money among couples.
View Full Profile →Why VERPA
Advice grounded in experience, transparency, and your best interests.
Advice grounded in experience, transparency, and your best interests.
Advice grounded in experience, transparency, and your best interests.
Advice grounded in experience, transparency, and your best interests.
Advice grounded in experience, transparency, and your best interests.
Founder & President
Tom founded VERPA to provide independent, educational financial guidance for Virginia families.
View Full ProfileOur Commitment
As fiduciary advisors, we are legally obligated to act in your best interest. No sales quotas. No proprietary products. Just objective financial guidance.
Start The Conversation
Speak with a fiduciary advisor who will take the time to understand your goals and answer your questions.
