Our Professionals

Jennifer L. Berdell, CFP ®, CDFATM

Position: Financial Neutral
Phone: (804) 956-4546
Email: [email protected]
Categories: Financial Neutral
Kinloch Capital
4801 Cox Road, Suite 200
Glen Allen, VA 23060

Jennifer serves as Director of Financial Planning and Wealth Management at Kinloch Capital. A financial professional for over 25 years, she has worked as a Trust Officer, Municipal Bond Analyst and Financial Planner. Her diverse background allows Jennifer to bring a comprehensive approach when working with and guiding clients.

Jennifer is an avid equestrian who participates in Eventing competitions throughout the mid-Atlantic; and a member of the Deep Run Hunt Club in Goochland County. When not on horseback, Jennifer enjoys staying active in the gym and travel.

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Jennifer L. Berdell, CFP ®, CDFATM

Financial Neutral

James R. Conner III, CPA, CDFA

Position: Financial Neutral
Phone: (703) 973-2888
Email: [email protected]
Categories: Financial Neutral
Neutral Solutions LLC
4860 Cox Road, Suite 200
Glen Allen VA 23060

James R. Conner III has been a Certified Public Accountant (CPA) since 1990 and a Certified Divorce Financial Analyst (CDFA) since 2019.

James retired after 25 years of service as a Special Agent of the Federal Bureau of Investigation (FBI), where he investigated complex financial crimes and corruption.  He has conducted thousands of interviews and testified hundreds of times in a variety of venues.

James approaches his work from an independent point of view and follows the evidence.  He provides a superior product (financial reports and testimony) that has proven convincing and unimpeachable over and over again in federal, criminal prosecutions.

James has more recently concentrated his energy on helping couples through divorce.  His goal is to help his clients make better informed decisions through an analysis of their finances before, during, and after divorce.

 

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James R. Conner III, CPA, CDFA

Financial Neutral

Weslie Green, CFP®, CDFATM

Position: Financial Neutral
Phone: (804) 419-2542
Email: [email protected]
Categories: Financial Neutral
Ameriprise Financial Services, LLC
14350 Sommerville Ct.
Midlothian, VA 23113

Money issues can be a huge source of stress and conflict in marriage—and even more so in divorce. Individuals and couples increasingly are looking for healthier, more cooperative ways to navigate the process. As a Certified Divorce Financial Analyst (CDFA®) with more than 13 years of experience in the financial services industry, I specialize in providing strategic financial advice to clients in the process of divorce. I enjoy educating and empowering clients throughout the divorce process—providing the knowledge and tools to help them make difficult decisions with confidence.

I assist clients in thinking through the short- and long-term real cost of divorce and develop a realistic idea of what their financial situation may look like in the next chapter of their lives. I help them understand personal vs. marital property, how to value and allocate property, options for dividing retirement plans and pensions, and how to navigate spousal and child support. I wish to be a trusted advisor and powerful resource—helping clients in all stages of life build financial plans tailored to their aspirations.

A Richmond-area native, I earned a degree in Psychology at Virginia Tech before channeling my passion for helping others as a licensed Certified Financial Planner® (CFP®) and CDFA® with Four Rivers Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. I am an active member of the Financial Planning Association of Central Virginia and the Ameriprise Women’s Empowerment Network and volunteer at the Chesterfield Food Bank. My husband Dan and I share our home with two eccentric rescue dogs, LuLu and Sugar Britches.

 

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Weslie Green, CFP®, CDFATM

Financial Neutral

Paul H. Legrand, CFP®, CDFA® MBA

Position: Financial Neutral
Phone: 434-295-0028
Email: [email protected]
Categories: Financial Neutral
https://www.dfpva.com/
1382 Queenscroft
Keswick VA 22947

Divorce is a huge decision, one that doesn’t happen overnight, or even over several weeks or months. Quite often this decision is reached after years of debate, and sometimes that debate goes on without one’s spouse ever being aware that there is even a problem. But once a spouse finally decides to divorce, it’s unlikely he or she will be willing to change that decision.

Collaborative divorce is an approach that attempts to smooth the divorce process for both spouses and, most importantly, their children – regardless of age.

My goal as a financial neutral is to minimize the cost of divorce as much as possible. I do this by helping both parties understand their finances both pre- and post-divorce. I also help each couple create a financial settlement that both parties can accept now as well as into the foreseeable future.

Area(s) of Practice: Divorce Finance Financial Planning

License(s): CFP®, CDFA®

Undergraduate Education
Lehigh University, BS with honors. Major: Finance

Postgraduate Education
Harvard University, Master of Business Administration. Concentration: Finance

 

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Paul H. Legrand, CFP®, CDFA® MBA

Financial Neutral

B. Steven Purdy, CPA, ABV, CVA

Position: Financial Neutral
Phone: 804.773.7270
Email: [email protected]
Categories: Financial Neutral

Steven enjoys helping people in times of need as a trained collaborative professional and believes in the collaborative process for qualified candidates.

Steven is known among attorneys for his calm, even and methodical demeanor when under pressure. He has a reputation for communicating highly complex financial matters in layman’s terms and bringing to light the key points that are most relevant in seeking goals set out in the collaborative process.

Steven has developed extensive financial skills over the first 20 years of his professional career. Skills that support the collaborative divorce process when it comes to assisting spouses with spousal and child support analysis, division of assets, budget and cash flow analysis, asset tracings, tax planning, and even determining the value of business ownership interests, just to name a few.

Steven serves on the board of directors for the Collaborative Professionals of Richmond and has been appointed as the organization’s state-wide representative.

YOU MIGHT NOT KNOW
When Steven is not working or spending time with family, he finds his Zen on the golf course.

Education & Certifications

  • Bachelor of business administration degree in accounting, James Madison University – College
    of Business (2004)
  • Certified Public Accountant (CPA)
  • Accreditation in Business Valuation (ABV)
  • Certified Valuation Analyst (CVA)

Affiliations

  • Association of International Certified Public Accountants (AICPA)
  • National Association of Certified Valuators and Analysts (NACVA)
  • Virginia Society of Certified Public Accountants (VSCPA)
  • Virginia Collaborative Professionals (VACP)
  • Collaborative Professionals of Richmond (CPR)

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B. Steven Purdy, CPA, ABV, CVA

Financial Neutral

Christina Todd, CFP®, CDFA®

Position: Financial Neutral
Phone: (804) 616-3412
Email: [email protected]
Categories: Financial Neutral
Cary Street Partners
4401 Waterfront Drive, Suite 100
Glen Allen, VA 23060

Going through a divorce is certainly hard enough – if you have children you have to develop a parenting plan, you may be on an emotional roller coaster, and now you need to figure out how to “divide” your finances. These and other concerns all add to your stress levels. As a CFP®, CDFA®, I have been trained in the fundamentals of divorce and finance which enable me to provide you with a structure and a process to facilitate resolving your financial settlement. As a financial neutral – I value open, honest communication between all parties. It is important that we develop trust and participate as a team throughout the collaborative divorce process.

 

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Christina Todd, CFP®, CDFA®

Financial Neutral