Wealth Management Team

Doug Wallace

Chief Investment Officer

Doug brings the wisdom of over 30 years’ experience managing investments in a wide variety of markets and environments. His broad financial knowledge, wisdom, and common-sense approach make him an invaluable member of Alpha Advisors’ wealth management team.

Prior to founding Alpha Advisors, Doug spent 15 years managing portfolios that exceeded $10 billion for Crestar Bank (now SunTrust). In addition to his passions for investments and stewardship, he enjoys camping, woodworking, and spending time with his three grandchildren. Doug also serves on the board of directors for World Harvest Mission.

Steve Godfrey, Jr.

Managing Partner

Steve brings our team a broad array of business and financial experience including commercial lending, strategy consulting, mergers and acquisitions, and general management. This background, combined with a love of entrepreneurship, allows him to offer a different point of view when advising clients, especially business owners. He also evaluates “alternative investments” – such as real estate and private equity – for our clients who are accredited investors.

Steve earned a Finance degree from the University of Florida and an MBA from the Darden School of Business at the University of Virginia. He enjoys running, time with his family, and has a passion for helping families and organizations involved in the fight against autism.

Mark Leimberger

Financial Advisor
Partner

As his clients’ primary point of contact with Alpha Advisors, Mark coordinates both internal and external resources to help them achieve their financial goals. A Richmond native, he earned his bachelors degree from the University of Virginia and is currently pursuing a Certified Financial Planner designation.

Mark joined Alpha Advisors in 2006 after working 10 years in the brokerage industry as a financial advisor. He is married with two children and is a deacon at West End Presbyterian Church. In his free time he enjoys being with his family, traveling, playing golf and fishing.

Sarah Byrd

Director of Service Operations
Partner

Sarah handles the day to day operations for Alpha Advisors and is an integral part of our wealth management team. In addition to ensuring smooth service for our clients, she is also the firm’s Chief Compliance Officer.

Sarah received a Bachelor of Business Administration from James Madison University. She and her husband enjoy spending time with their daughters, sons-in-law and grandchildren. Recently Sarah published her first novel. You can read about it at SarahByrd.net.

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