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 20 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                                                    

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 joins us after working at Davenport & Company LLC for the last 5 years. Prior to that, she worked for investment banking firm Harris Williams in the Healthcare Practice Area. She holds a degree in business from the Pamplin School of Business at Virginia Tech. She also holds her Certified Financial Planner® designation.

 In her free time, Bailey, her husband Trey, and son Henry 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 

Liz Aarons, MD

Wealth Manager

Liz is a physician who worked as a pediatric hospitalist for fifteen years. She joins us as a wealth manager who understands the inner workings of the physician world. She leverages her unique background to provide clients individualized advice and guidance to meet their goals.

She holds a medical degree from the University of Miami Miller School of Medicine and attended residency at Jackson Memorial Hospital in Miami, Florida.

In her free time, Liz and her husband, Chad, enjoy spending time with their three daughters, Alexa, Brooke, and Veronica. As a family, they can be found on the sidelines of soccer games, attending theater productions, or trying new restaurants. Liz and Chad enjoy adventure traveling, everything from ice climbing in Iceland to hiking the famous Inca trail through the mountains of Peru.

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.