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Our Team

 

 

Brude Stoever

Brude Stoever, PRP
Managing Partner  


“Building a cohesive advisory team that shares the same values, where the clients come first and they always receive a meaningful experience, is of utmost importance to me. To best serve our clients, we must fully understand their goals and deliver realistic expectations.”

 
  • Began his industry career in 1991 at WheatFirst Securities, a Wells Fargo Advisors predecessor firm, where he initially served as an assistant to James C. Wheat, Jr., subsequently emerging as Managing Partner.
  • Ranked by Barron's from 2014-2021 as one of "America's Top 1,200 Financial Advisors"1
  • Named one of the 2016 Financial Times 400 Top Advisors2
  • Holds the Plansponsor Retirement Professional (PRP) designation, honored to only 300 advisors nationwide.
  • Earned his Bachelor of Science degree in economics from the College of Charleston in Charleston, S.C.
  • Sits on the board of trustees at The Collegiate School and is an active member of St. James’s Episcopal Church.
  • Lives in Richmond, Virginia, with his wife, Ann, and their three children, Helen, Brude and Hill.

1The rankings are based on data provided by thousands of advisors and financial services firms. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.

Rankings are based on data provided by investment firms, Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.

 

Michael Palmore

Michael Palmore, MBA
Managing Partner

“I enjoy helping put our clients on a path of comfort so they can achieve their financial goals. The most rewarding aspect of my job is interacting with our clients, getting to know them and fostering a relationship.”

  • Over 15 years of experience in the financial services industry.
  • Joined Wells Fargo Advisors in 2005, where he became a member of the Stoever & Palmore Investment Group.
  • Recognized by NAPA as one of the 2014 Top 50 Plan Advisors under 40.1
  • Completed educational courses for the Cash Balance Consultant from Kravitz, Inc. in 2010.
  • Previously worked for Lehman Brothers in the Investment Management Division.
  • Earned his Master of Business Administration from the College of William and Mary, and a bachelor’s degree in managerial economics from Hampden-Sydney College.
  • Involved with several local organizations, including sitting on the Richmond Leadership Team for Hampden-Sydney College.
  • Serves on the Leadership Advisory Board for the First Tee of Richmond and Chesterfield.
  • Lives in Richmond, Virginia, with his wife, Alicia, and two children, Henry and Georgia.

1Nominations were solicited and voted on by NAPA members. Criteria included current and new defined contribution assets under management and the number of defined contribution plans for the past 12 and 24 months. Investment performance is not an explicit component.

 

Kate E. Fagan

Kate Zijerdi, CRPS®
Partner

“Working in a team setting that provides clients with strategies designed to meet personal goals is highly rewarding. I enjoy building lasting relationships as the foundation for this process.”

 
  • Joined Wells Fargo Advisors in February 2010 as an intern.
  • Joined the Stoever & Palmore Investment Group in November 2010.
  • Earned a B.S. in Economics and B.A. in English from Virginia Commonwealth University.
  • Became a Registered Associate in July 2011.
  • Earned her Chartered Retirement Plans SpecialistSM designation.

 

Brooke Upton

Brooke Upton
Director of Business Operations

“I enjoy applying my analytical, collaborative nature to help clients achieve their goals with creative problem-solving and caring support.”

 
  • Joined the Stoever & Palmore Investment Group in November 2018 to support hands-on client service.
  • Served at Liberty University as a Military Benefits Representative and Customer Service Representative from 2015 – 2017.
  • Earned a B.S. in Business Administration with a concentration in Financial Planning from Liberty University.

 

Sarah Rose

Sarah Rose
Client Associate

“I enjoy working with people and find it rewarding to work in an environment where I can help clients
meet their goals.”

 
  • Joined the Stoever & Palmore Investment Group in February 2020 as a Client Associate.
  • Graduated from the University of Virginia in 2015.
  • Grew up in Richmond and spent time working in New York City after college.

 

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