We are a financial services firm created and established as a multi-generational practice. We know that client/advisor relationships are built on a foundation of trust that develops and solidifies over time. As LPL Financial Advisors, we are held to the fiduciary standard, meaning we have a legal and moral responsibility to act in your best interest. Given our team-oriented culture, we always work together to serve each and every one of our clients.
Phone: (804) 250-3148 ext. 100
E-mail: rwheatley@northbankpartners.com
Bob joined the firm in January of 2011 to work directly with Phil as a junior partner. Before reinventing himself in the financial services industry back in 2008, he worked as an analytical chemist for nearly ten years, five of which were spent sailing around the world on an oceanographic research vessel. He now applies his analytical mind to help individuals, families and small business owners in the various aspects of their financial lives.
Bob is an Investment Advisor Representative and holds the Series 7 and 66 securities registrations with LPL Financial as well as life and health insurance licenses. Bob has earned the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies. The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
He and his wife, Laura (a native of Italy) have one daughter, Adele. In his free time, Bob can be found out in the woods of Goochland County building mountain bike trails or riding bikes with his friends, oftentimes leaving his wife wondering where the heck he is!
Phone: (804) 250-3148 ext. 300
E-mail: tdove@northbankpartners.com
Tyler came on board in the summer of 2015, having spent his first few years after college in the insurance business selling health insurance and Medicare policies. He is a graduate of Virginia Commonwealth University with a bachelor's in political science.
Having spent his early years under the tutelage of Bob and Phil, Tyler now shares the responsibilities of a fully-fledged advisor on our team. Just as Bob is Phil’s succession plan, Tyler is Bob’s succession plan—making Northbank Partners a truly multi-generational firm.
Tyler is an Investment Advisor Representative with LPL Financial who holds the CERTIFIED FINANCIAL PLANNER™ designation as well as the series 7 & 66 securities licenses, held with LPL Financial. He also holds life and health insurance licenses.
Tyler, a rabid Steelers fan, enjoys cooking and puts the office kitchen to good use almost on a daily basis. Outside of the office, he and his wife, Kayla, spend much of their time chasing around their four young daughters, Liana, Lila, Sylvia, and Sarah.
Phone: (804) 250-3148 ext. 200
E-mail:toni@northbankpartners.com
Toni, our wonderful administrative assistant and office manager, started working with Phil in 2005. She is truly the brains of the operation behind the scenes! Prior to that, she worked with the financial service firms, Prudential Bache and Smith Barney in Washington, DC.
Toni graduated from Brevard College in North Carolina with a Liberal Arts Associate Degree. In her spare time, she enjoys playing tennis and golf, and she also loves to read.
Phone: (703) 717-1049
E-mail: mlevy@northbankpartners.com
Mel joined the team in the summer of 2023. Since then, she’s been working with Toni as her protégé or better yet, her retirement plan. Mel graduated from George Mason University in Virginia with a master’s degree in social work.
Upon graduating, she worked in Hospice where she learned the most important things in life: building relationships, showing compassion, and detail-oriented organization. All skills that are vital to the financial industry.
She eventually started a family, became a stay-at-home mom, and decided to homeschool her four children who are now teenagers. Although new to the financial space, Mel now applies her years of organization and managerial experience to her role here at Northbank to ensure our clients have a helpful and positive experience.
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After a 36-year career in financial services, Phil decided to retire and move on to the next chapter of his life to spend more time with his wife, Cindy, and their three grandchildren.
Phil moved to Richmond in 1977 and taught in Chesterfield County Schools after graduating from West Chester University with a BS in Education. He began his financial services career in 1984.
He co-founded Infinity Financial Partners in 2000.
In January of 2011, Phil hired a junior partner, Bob Wheatley, to assist him in working with clients and to establish a long-term business succession plan. After ten years of careful planning, that plan came to fruition.
In 2018 he, along with Bob Wheatley, Tyler Dove, and Toni Powell, decided to split from Infinity Financial Partners and form a new firm, Northbank Partners, LLC.
Over the years, he not only served as an advisor to clients, but also a business mentor to both Bob and Tyler.
Thank you, Phil, for the incredible work you’ve done over the years to build such a successful financial services firm!