Our Team

Meet Your Team of Exceptional Individuals

Senior Partner / Insurance Broker

Kimberly Flick

Meet Kimberly, a compassionate Charlottesville native raised in Fluvanna County. A dedicated mother of three, she has navigated various career paths, from the restaurant industry to e-Commerce with her husband, John. Kimberly also drove for Uber, connecting with people from all walks of life. Her true calling emerged in her insurance career, where she excels in finding perfect coverage and supporting clients with care. Outside work, she treasures family time and exploring new places. For an insurance professional who goes the extra mile, contact Kimberly today. Throughout her adult life, Kimberly has explored various career paths. She spent years in the restaurant industry, which taught her the value of hard work and customer service. Together with her husband, John, she ventured into the world of e-Commerce and built a successful business from the ground up. Never one to sit still, Kimberly later found herself behind the wheel as an Uber driver for two years. This experience allowed her to connect with people from all walks of life and appreciate the importance of listening and understanding. However, it was in her insurance career that Kimberly discovered her true calling. With her inspiring and caring demeanor, she goes above and beyond to solve challenges and fight for her clients' needs. Whether it's finding the perfect coverage or ensuring her clients receive the support they deserve, Kimberly is always there to lend a helping hand. When she's not dedicating herself to her clients, Kimberly finds joy in spending quality time with her loved ones and exploring new destinations. Whether it's a family gathering or an exciting adventure, she cherishes these moments and values the memories they create. If you're searching for an insurance professional who truly understands your needs and will go the extra mile for you, look no further than Kimberly. She brings passion, empathy, and expertise to her work, allowing you to feel confident and supported every step of the way. Reach out to Kimberly today and experience the compassionate service you deserve.

Senior Partner / Financial Advisor

John Flick

Meet John, a Charlottesville native who returned home after exploring the country to provide a stable environment for his family. At 19, he ventured into the restaurant industry, later transitioning to logistics and transportation. Back home, John and his wife Kimberly founded a successful e-Commerce business. Combining business acumen and a love for finance, John became a registered Financial Advisor and licensed insurance agent/broker. Outside of work, John enjoys exploring antique shops and flea markets with Kimberly and cruising on his motorcycle. Trust John to secure your financial future with expertise and care. Contact him today. Combining his business acumen with a deep fascination for numbers and finance, John pursued a career as a Financial Advisor. Additionally, he obtained licenses as a Life, Health, and Annuity agent/broker, allowing him to take care of his clients' essential insurance needs. When he's not busy helping others secure their financial future, John enjoys indulging in his passions. Together with Kimberly, he explores antique shops and flea markets, always on the lookout for unique treasures. And let's not forget John's adventurous side - he takes time to unwind by cruising around on his motorcycle. With John's expertise and caring demeanor, you can rest assured that your financial goals are in capable hands. Contact him today to experience the difference a dedicated professional can make.

Client Liason

Ann Ostrenga

Ann brings over 20 years of experience as an administrative professional in the financial services industry. She has a strong background in supporting financial advisors and their clients, specializing in insurance products, retirement plans, and back-office operations. Her passion lies in enhancing advisors' success through her extensive knowledge and proactive approach. Outside of work, Ann enjoys fishing, the outdoors, reading, and cheering for all Wisconsin sports—Go Packers! She resides near Milwaukee, WI, with her husband Vince.

New Client Services Associate

Ruth Dudley

Meet Ruth, a dedicated client associate with a lifetime of experience. As a proud mother of four daughters and grandmother to 9 Ruth has amassed a wealth expertise in navigating challenging circumstances. Her career highlights include years at UVA, where she assisted doctors in their practices with unparalleled skill and dedication. With her nurturing demeanor and vast knowledge, Ruth excels in connecting with clients and understanding their needs. Outside of work, she cherishes time with her family. Trust Ruth to bring compassion and professionalism to every interaction.

Planning Assistant

Disha Patel

Meet Disha, a Charlottesville native who is currently working towards her undergraduate degree at the University of Virginia. She is pursuing admission into the McIntire School of Commerce, within which she plans on focusing on the finance and marketing tracks.

In her free time, she manages the wrestling team at UVA and is deeply involved in her sorority's philanthropy, which is breast cancer awareness.

Database Administration & Marketing

Doreen Patrick

With over 15 years of experience in the financial services industry, Doreen brings a wealth of knowledge and expertise to her role. She holds a Bachelor's Degree in Psychology and an Associate Degree in Business Management, reflecting her commitment to both understanding human behavior and effective business practices. Furthermore, Doreen has earned the Associate, Customer Service™ (ACS®) designation from LOMA for Financial Services Education. This esteemed designation emphasizes the essential skills required to provide specialized customer service in the financial services industry.