OUR STORY

Peter Walls, CFP®, CMT®

Founding Partner

Chief Investment Officer

 

 
Peter serves as the Chief Investment Officer at Kinloch Capital.   A financial professional for more than 25 years, he has worked on behalf of clients at Prudential Insurance, Wachovia Securities, and Merrill Lynch.

He is the proud father of two sons and a self-described ‘foodie’ who can be found enjoying Richmond’s burgeoning restaurant, wine, spirits and craft brewery scene.

 

Education

Wake Forest University
B.A. Economics, Cum Laude

Virginia Commonwealth University
M.S. Business, Real Estate & Urban Land Development,
Summa Cum Laude

Features

Richmond Bizsense Article

 

Jennifer Berdell, CFP®, CDFA®

Founding Partner

Director of Wealth Management

 

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, including through SmartHER, which focuses on empowering women navigating divorce and widowhood.

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.

Jennifer recently won the 2023 RVA Power Women Award in Finance.

Education

Indiana University of Pennsylvania                                                                    B.S. Business 

Features

Richmond Magazine Article

Winner of the 2023 RVA Power Women Award in Finance

 

 

 

Bailey Thornton, CFP®

Wealth Manager

 

Bailey joined Kinloch Capital in 2022 after gaining experience at both Davenport & Company LLC and investment banking firm Harris Williams. She received her degree in business from the Pamplin School at Virginia Tech. She holds her Certified Financial Planner® designation.

In her free time, Bailey, her husband Trey, and her two sons Henry and Theo enjoy playing outside with their dog and two cats, spending quality time with family and friends and cooking together. Bailey also enjoys traveling, sporting events, yoga, playing tennis and reading a good book.

Education

Virginia Tech
B.S. Business Marketing Management 

 

David Budinger, MBA, MFPP

Wealth Analyst

 

Dave joins us following careers in the military and healthcare leadership. His love of helping people and his enjoyment of personal finance led him to pursue a graduate degree in financial planning and financial psychology. His passion is helping people align their values and resources to achieve their most important life goals.

He and his wife, Ann, enjoy traveling, bicycling on the Virginia Capital Trail, hiking in the national parks and skiing. Their favorite times are with their two sons and their families, especially playing with his two grandsons.

Education

Creighton University
M.B.A. & Master of Financial Planning & Financial Psychology

Baylor University
Master of Healthcare Administration 

Western Illinois University
B.S. and M.S. Psychology

 

Patty Soileau

Director of Client Services

 

Patty joined Kinloch Capital with over 25 years of experience in the financial services industry.  She previously served in numerous roles including operations specialist, sales and marketing, advisor support and as a Financial Advisor.

Patty’s vast knowledge and expertise in the industry assures that our clients will receive the utmost care in all areas surrounding their relationship with Kinloch Capital.

When not working with clients, Patty enjoys volunteering with local theatre companies, and is also very involved in her church, historic St. John’s Episcopal in Richmond’s Church Hill neighborhood.

 

Aiden King

 

Aiden joined Kinloch Capital in June after graduating from Virginia Tech, where he studied Financial Planning and Wealth Management. He is passionate about helping others achieve financial growth and prosperity – values that naturally led him to a career in wealth management.

Outside of work, Aiden enjoys spending time with his girlfriend, Sara, and getting outdoors. His favorite activities include fishing, disc golf, and playing basketball with friends.

 

Education

Virginia Tech
B.S. Financial Planning and Wealth Management

 

Marylee Shultz

 

Marylee Schultz is originally from Baltimore but has been living in Richmond for 30 years. At Kinloch Capital she is Peter’s Executive Assistant and handles special projects.  When not working Marylee enjoys reading mysteries and taking care of her three cats.

 

Cointreau

Greeter & Office Supervisor

 

After moving to Richmond from a horse barn in Charlottesville, Cointreau joined the Kinloch Capital team as a Greeter & Office Supervisor. In her day-to-day role, Cointreau monitors the printing and shredding of all important documents, and she helps ensure that meetings are being run smoothly. She typically works from home, but some days, she’s also the friendly face greeting our clients at the front of the office.

When she’s not hard at work, Cointreau can be found lounging, eating, and spending time with her family. We’re thankful to have her on the Kinloch Capital team, and she always makes sure we’re staying productive.