Family Finacial Review

Granite Is Growing: Meet The Newest Members Of Our Team

At Granite Wealth Management, we are growing with intention, welcoming new team members who share our commitment to guiding families with clarity, care, and long-term vision.

Please join us in welcoming five exceptional new additions to the Granite Wealth Management team: Alan Markfeld, CIMA®; Chris Geary, CFP®; Scott MacMillan; Holly Mayberry; and Libbie Wiltshire. Each brings not only deep experience, but also the warmth, responsiveness, and client-first mindset that defines our approach.

Alan Markfeld, CIMA®, joins as a Senior Vice President, bringing over 30 years of experience serving both individuals and institutions. Alan takes a thoughtful, relationship-driven approach to planning, and his expertise spans retirement, estate, insurance, and investment strategies.

Chris Geary, CFP®, joins as a Senior Vice President with more than two decades of experience guiding families through complex financial decisions. As a CERTIFIED FINANCIAL PLANNER® professional, Chris is committed to providing trusted, high-quality advice that puts his clients' goals first.

Scott MacMillan joins as a Senior Financial Advisor with more than 20 years of experience in the financial services industry. Known for his thoughtful, long-term approach to planning, Scott specializes in helping individuals and families navigate complex financial decisions with clarity and confidence.

Holly Mayberry joins as a Senior Client Associate with almost a decade of experience in financial services. With a background in psychology and a track record in client service, Holly will contribute to Granite’s client-first culture and help to strengthen relationships with both existing and new clients.

Libbie Wiltshire joins as a Relationship Manager after graduating from the University of Richmond. With experience in client-facing roles and a passion for building strong relationships, Libbie plays a key role in supporting client interactions and day-to-day operations across the team.

As Granite continues to grow, we remain focused on what matters most: helping more families across the Richmond area gain access to the kind of care, clarity, and financial expertise that can help them live the life they dream of.

By expanding our team with people who reflect our values of trust, excellence, authentic connection, dedicated service, and long-term impact, we’re continuing to move toward our vision: giving families the financial freedom to live well today and for generations to come.

Please join us in welcoming Alan, Chris, Scott, Holly, and Libbie to the Granite family.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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