Meet the Team

With over 30 years of experience, Loretta is uniquely committed to focusing on each of her client’s needs and developing strategies that help them reach their financial goals. Loretta has served both individual and institutional clients, providing them with targeted, comprehensive financial advice, tax-aware strategies, risk management, and estate planning strategies. Through an ongoing process of discovery, she builds relationships based on trust and personalized service with her clients that get to the core of their desires and needs beyond investments. 

In recognition of her commitment to her clients, Loretta has been named to the Wells Fargo Advisors Platinum Council* by Wells Fargo Advisors from 2007-2023.

Before entering the financial services industry, Loretta graduated from Mary Baldwin University with a Bachelor of Arts degree in Business Management/Economics. She began her career as a Financial Advisor for Morgan Stanley before joining Wells Fargo Advisors. At Discovery Wealth Management Group of Wells Fargo Advisors, she enjoys taking a team approach to serving clients and helping connect people with the resources they need throughout their financial journeys.

Away from the office, Loretta carries her commitment to service to her involvement in her community. She has served on several local boards, including Family Lifeline, the Mary Baldwin Alumni Board, and Virginia Supportive Housing. She currently serves on The Children’s Museum of Richmond Board of Trustees.

Loretta has two grown daughters and has proudly instilled in them the importance of education and their own discovery of the world through travel, hard work, and giving back. Loretta lives in Goochland with her husband, Syd, their Labrador, two cats, and several hens. In her free time, she enjoys gardening, cooking, traveling.

*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.

Carter’s mission is to provide every client with targeted, holistic financial advice and portfolio strategies – delivered with the highest level of personal service and professional integrity. Carter’s conviction is that those valuable pieces can’t be established without the proper education and understanding by the client of all topics discussed pertaining to their financial wellbeing.

Carter’s focus is on helping his clients obtain definition and clarity to the unknowns that exist in everyday financial situations, while always considering how those daily decisions can impact their long-term goals. Carter had the ultimate pleasure of learning from and working alongside his father, Michael Neal CFP®, Senior Financial Advisor, for many years. This collaborative experience has heavily influenced Carter’s approach, and he is vocal about the importance that he places on family and how his own experiences affect his advice.

Carter has met all the requirements of The Certified Financial Planner Board of Standards and has been authorized to use the Board’s certification as a CERTIFIED FINANCIAL PLANNER™ professional. A Financial Advisor who has been awarded the CFP® certification has demonstrated proficiency in analyzing and developing long-term financial strategies.

Carter graduated from Virginia Tech. Carter, his wife, and children have lived in Hanover County their entire lives. In his spare time, he is a full-time husband and father, which provides the greatest joy in his life.

As a Financial Advisor, Lee Carroll’s goal is to help her clients achieve financial security throughout their lifetimes. Lee believes that having a solid plan in place gives clients the confidence they need to help meet their goals, even in the midst of market fluctuations. She begins each new client relationship by asking important questions about their priorities and timeline, and throughout their journey, she meets with them often to keep them on track and make changes to their plans as needed. Lee lives by the philosophy: “Let the plan be the guide.”

A native of Portsmouth, VA, Lee earned a degree in finance from Virginia Tech and began her business career in 1985. She remained committed to furthering her education in the field by earning the Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations, which further equip her to help clients develop strategies designed to generate income from their portfolios.

Away from the office, Lee is an active volunteer with the American Cancer Society. She loves spending time with her husband, Vance, and their daughters, Valerie and Michelle, along with their growing families!  In her free time, she enjoys gardening, playing tennis, reading, and cycling.

As a graduate of the Virginia Military Institute, Josh Visconti brings a disciplined approach to his role as a Senior Financial Advisor. Josh specializes in working with business owners and busy professionals, aiming to help them define their dreams and create a framework to achieve them. He believes in empowering clients with solid financial education and simplifying the often-complicated planning process.

Josh makes it his mission to provide clarity for his clients through the development of customized plans and the structure he uses to implement them. He wants every client to know that they can count on him to help guide them through financial decisions, whether big or small. Josh believes that a simplified process leads to more confidence in the strategy, which enables his clients to focus on their passions and the things they enjoy most.

Virginia natives, Josh and his wife, Katie, reside in Glen Allen and have five children, Ellie, Avery, Noah, Coraline, and Charlie.  Spending time with their family is the top priority for Josh and Katie – they enjoy camping, hiking, kayaking and volunteering together.  Away from the office, Josh also enjoys spending time powerlifting,  rucking, and shooting archery.

Investment planning and playing music may seem like an unlikely pairing, but Allen Sleeman believes that his years spent studying and performing music with a variety of groups has prepared him well for his role as a Financial Advisor. Both pursuits require presentation skills, teamwork, and the ability to engage others in material that’s unfamiliar to them.

As a graduate of Virginia Commonwealth University, and a CERTIFIED FINANCIAL PLANNER™ professional, Allen is well-equipped to help create a collaborative experience for each of his clients. He begins this process by sitting down with them and getting to know them more deeply. Distilling his clients’ objectives is critical, whether he’s working with a young couple, assisting a retiree, or helping corporate executives with their complex compensation packages.

Since 2009, Allen’s mission has been to instill confidence in his clients through the development of customized plans. He strives to develop lifelong relationships with clients and is committed to educating them so that they feel empowered to actively participate in their financial futures.

Away from the office, Allen enjoys tennis, woodworking, and volunteering with the Cub Scouts. He continues to pursue his passion for music through playing and recording. He and his wife, Sarah, live in Henrico with their sons, Henry and Noah.

As a Registered Client Associate for Discovery Wealth Management Group of Wells Fargo Advisors, Shawn Millimaki is responsible for supporting financial advisors and their clients. Shawn assists with daily operations, account maintenance, administrative needs, and ensures all regulatory and compliance requirements are met. Shawn has worked in the financial services industry for over 10 years and finds it rewarding to be a resource for clients and to make a positive impact on their lives.

Away from the office, Shawn enjoys being with his family and spending time outdoors.

As the team’s Marketing Client Associate, Laurie Knights is instrumental in managing client communication efforts. In her work, Laurie helps orchestrate educational seminars and client appreciation events. She also facilitates the delivery of relevant information from Wells Fargo Investment Institute and other resources, as well as scheduling and preparing financial materials for client review meetings. Her support for the team’s financial advisors is enacted through her marketing outreach via multiple social media platforms.

Laurie’s great grandfather founded a small insurance company, which was later consolidated into American General Life Insurance. With family roots in the financial services industry, Laurie has always believed that financial advisors are well-positioned to protect the wellbeing of their clients by preserving their quality of life and providing a legacy for the future. Her passion for her work is driven by this closely held value of promoting clients’ financial health.

Laurie holds a B.A. degree in English/Creative Writing from Sweet Briar College and has earned her Series 6 and 63 registrations, as well as her health, life, and annuities insurance licenses.

Laurie and her husband, Laird, have been married for nearly 30 years and have two beautiful, independent daughters who are energetic go-getters, just like Laurie. Their eldest daughter, Hannah, is a chemistry major with honors at Longwood University, and their youngest daughter, Olivia, will soon be graduating from St. Thomas More High School in Milwaukee. Laurie is actively involved in Lake of the Woods Church in Locust Grove, VA, where she and her family live.

After graduating from Virginia Commonwealth University with a Bachelor’s degree in Marketing and a MBA focused in Finance, Stephen began working for Wells Fargo Bank in 2012. He earned his securities registrations in 2016 through Wells Fargo Advisors in a dual role with the bank, prior to moving over to the brokerage side permanently in 2022. Stephen gravitated toward a career in finance to build relationships in the community while helping others reach their long-term goals.

Building a relationship with clients on a personal level is a highlight for Stephen as he supports the team in helping each family navigate the different stages of their lives.  He enjoys helping facilitate the overall experience so that it is memorable and seamless. Stephen finds it rewarding when he can share in a client’s celebration after they reach a goal or complete a project.

Away from work Stephen loves spending time with his two children, who are both participating in soccer while his daughter also enjoys ballet.  He enjoys volunteering with their soccer teams while encouraging them to have fun with sports.