Our Crew

It Begins With All Hands on Deck

While you will have a primary relationship with an individual Mainsail advisor, you are actually getting an entire crew. In fact, we make it a point at the outset of every relationship to engage all of our team members in getting to know new clients and the fundamentals of their investment objectives.

Over time, we continue to collaborate on your needs as only a small company can do. You'll be a stranger to no one here, nor will any of us be to you. The service ethic here runs deep and company-wide. What needs to be done for a client is acomplished competently and quickly by whoever is on deck and able to help.

Mainsail staff members are fully on board for working with attorneys, accountants and others who provide you with professional services. Whatever keeps you moving ahead is what counts with us.

Advisors & Support Staff

Scott HaleyCFP®
Financial Advisor,
Managing Partner
Scott Haley

Scott Haley, CFP ™
Managing Partner
Branch Manager, RJFS

Email: scott.haley@mainsailwealthadvisors.com

Mr. Haley is a CERTIFIED FINANCIAL PLANNER ™ professional with more than thirteen years' experience as a Financial Advisor. Scott is a founding member of Mainsail Wealth Advisors.

Mr. Haley is dedicated to helping his clients meet their financial needs. Scott primarily works with retirees and those who are nearing retirement. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mr. Haley helps his clients analyze their total financial situation and implement strategies to achieve their life goals.

Mr. Haley joined Wells Fargo Advisors in 2000 and in 2003 was promoted to Branch Manager. In this role, he worked to lead the branch to being one of the top branches of its size in 2009.

Scott enjoys playing golf, running, singing, and boating. His wife Sarah and he live in Gloucester with their two children Jessica and Sam. Scott is passionate about his community and family and is very active with both.

    Education & Accolades
  • Elon College, BS
  • CERTIFIED FINANCIAL PLANNER ™ professional*
  • Series 7, 66, 9, 10
  • Life & Annuity Insurance License
  • National Futures Association License and Supervisory License
    Previous Employment
  • Wells Fargo Advisors/AG Edwards - Financial Advisor/Branch Manager - 13 years
  • US Army Reserves - Logistics Officer - 10 years
  • ExecuTrain - Corporate Trainer/ Training Manager / Sales Associate - 4 Years
  • Newport News Shipbuilding - Change Manager/ Field Administrator - 3 Years
    Community Involvement
  • Rotary - Past-President, Lead on Habitat House, Golf Tournament Chairman, Chairman for Daffodil Festival 5k
  • Gloucester Boys & Girls Club - Founding Board of Directors
  • Parks and Recreation Soccer and Baseball Coach
  • Baystars Coach
  • Ware Academy Varsity Soccer Coach - past
  • Gloucester High School Soccer Coach - current
  • Middle Peninsula Referral Network - Founder
  • Tri-County Express Member Group
  • Abingdon Church - Vestry Registrar, Choir member, Chair for Stewardship, Youth Ministry
  • Humane Society - Golf Tournament Chairman, MC for the Fashion Show
  • Middle Peninsula Golf Association - Co-founder
  • Lafayette Gun Club - Pistol League Champion Team
  • Williamsburg Club -Club Champion 2000
  • Piankatank Club Champion for 2014

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

Jason KoptishCFP®
Financial Advisor,
Managing Partner
Jason Koptish

Jason Koptish, CFP ®
Managing Partner
Financial Advisor, RJFS

Email: jason.koptish@mainsailwealthadvisors.com

Jason Koptish is CERTIFIED FINANCIAL PLANNER ™ professional and a founding partner of Mainsail Wealth Advisors, LLC. As a CFP® certificant, Jason has met the rigorous experience and ethical requirements of the CFP® board and has successfully completed the required comprehensive coursework and the CFP® certification exam. Jason also holds an Accredited Asset Management Specialist designation. As an AAMS designee, he has expertise in the areas of asset management and investment planning which he utilizes as the teams’ lead portfolio manager.

Jason works with retirees, pre-retirees, and business owners providing comprehensive, full service, financial planning and wealth management services.

Jason founded Mainsail Wealth Advisors, an independent practice, in 2013. He started his career in finance in 2005, joining AG Edwards & Sons as a financial advisor and later joining the Haley-Mansfield-Koptish-Glaze Wealth Management Group in 2007. Before his career in finance, Mr. Koptish served as the Director of the Middle Peninsula Business Development Partnership and President of Vanguard Web Studios LLC.

Jason enjoys playing golf and soccer, and has a passion for music. Jason and his wife Leigh live in Richmond with their two children Noah and Parker.

    Education & Accolades
  • James Madison University, BBA
  • CERTIFIED FINANCIAL PLANNER ™ professional*
  • Accredited Asset Management Specialist, AAMS ™
  • Series 7, 66
  • Life & Annuity Insurance License
    Previous Employment
  • Wells Fargo Advisors - 8 years
  • Director, Middle Peninsula Business Development Partnership
  • Owner, Vanguard Web Studios, LLC
    Community Involvement
  • Member - Financial Planning Association of Central Virginia
  • Former Director, New Kent Chamber of Commerce Board
  • Charter member of the A Taste of New Kent Wine Festival Committee
  • Middle Peninsula Golf Association Co-Founder

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

Scott GlazeCRPC®
Financial Adivosor
Managing Partner
Scott Glaze

Scott V. Glaze, CRPC ®
Managing Partner
Financial Advisor, RJFS

Email: scott.glaze@mainsailwealthadvisors.com

Mr. Glaze specializes in wealth management. He enjoys working with affluent clients and their families, providing comprehensive financial advice and sound investment planning, delivered with the highest level of personal service and integrity. He is a trusted partner to his clients, helping each achieve their long term goals.

Scott is a founding member of Mainsail Wealth Advisors. Before starting Mainsail, Mr. Glaze began as a Financial Advisor with Wells Fargo Advisors in 2008 and later joined the Haley-Mansfield-Koptish-Glaze Wealth Management Group in 2011.

Scott lives in Gloucester with his wife Laura and their two boys, Patrick and Shelton. He and Laura lived in Northern Virginia and Boston, MA before deciding to have a family and raise them in Gloucester where they grew up together. Scott enjoys golfing, boating, fishing with his boys, and spending time together as a family.

    Education & Accolades
  • George Mason University Alumnus
  • Professional Designation of Chartered Retirement Planning Counselor ®
  • Series 7, Series 66 Licensed
  • Life & Annuity Insurance License
    Previous Employment
  • Wells Fargo Advisors - Financial Advisor - 6 years
  • Shopping Alternatives Inc. - Founding Partner/Vice President Operations - 5 years
  • Streamline, Inc. - Director of Operations, Participated in Company's IPO- 3 Years
  • webMethods, Inc. - Corporate Sales Executive, Participated in Company's IPO - 3 Years
  • Dependable Pest Control, Inc. - Vice President - 5 Years
    Community Involvement
  • Gloucester Rotary -Member, Golf Tournament Chairman
  • Gloucester Main Street Association - Board Member
  • Gloucester Chamber of Commerce Board Member - Board Member
  • Parks and Recreation Soccer, Baseball, & Basketball Coach
  • Gloucester Youth Baseball Coach
  • Bethany United Methodist Church - Endowment Committee Member, Past PPRC Chair, Finance Committee Member, Administrative Board Member
  • Humane Society - Golf Tournament Chairman, Volunteer
  • MPGA - Treasurer
  • Gloucester County Public Schools 403b Representative

Nick Shedd
Financial Advisor
Nick Shedd

Nick Shedd
Financial Advisor, RJFS

Email: nick.shedd@mainsailwealthadvisors.com

Mr. Shedd joined Mainsail Wealth Advisors in 2014. Before his career in finance, Mr. Shedd studied Business Management and Economics at Guilford College.

Mr. Shedd enjoys helping his clients through the financial planning process by using a collaborative approach that is focused on learning about the clients’ unique needs. Nick works to analyze his clients’ total financial situation and provide comprehensive financial advice to help to achieve their goals.

Nick recently moved to Richmond, Virginia after graduating from Guilford College in Greensboro, North Carolina. In addition to spending time with his family Nick enjoys exercising, golfing, and woodworking.

    Education & Accolades
  • Guilford College, BS
  • Series 7, 66
  • Life & Annuity Insurance License

Linde Reed
Sr. Client Service Associate
Linde Reed

Linde Reed
Senior Client Service Associate

Email: linde.reed@mainsailwealthadvisors.com

Linde Reed is a Client Services Associate with over fifteen years of Financial Service experience including both banking and brokerage.

Throughout her career, Mrs. Reed's primary focus has been providing exceptional service to both new and existing clients. Linde's primary responsibilities include setting up client review meetings, establishing new client accounts, handling all client deposits and distributions, online access assistance, and ensuring all client service items are handled in a prompt and professional manner.

Mrs. Reed is a founding associate of Mainsail Wealth Advisors. Prior to Mainsail she joined AG Edwards in 2007 and became a member of the Haley-Mansfield-Koptish-Glaze Wealth Management Group in 2011.

Linde and her husband, JW, moved to Gloucester in late 1999. They have two daughters, Heather and Amanda, who live locally with their husbands. Linde and her husband enjoy the time they spend spoiling their grandson Ayden. She is very active serving and teaching in her church and enjoys the small study groups she participates in. Linde and her husband are avid motorcycle riders and Harley Davidson enthusiasts.

    Previous Employment
  • Wells Fargo Advisors - Client Associate - 8 years
    Community Involvement
  • G.U.E.S.T. - Gloucester United Emergency Shelter Team
  • P.O.R.T. - Peninsula Outreach Relief Team
  • Sunday School Teacher

Sarah Haley
Sr. Client Service Associate
Sarah Haley

Sarah Haley
Senior Client Service Associate

Email: sarah.haley@mainsailwealthadvisors.com

Sarah Haley is a Senior Client Services Associate with over eleven years of Financial Service experience.

Throughout her career, Mrs. Haley's primary focus has been providing exceptional service to both new and existing clients. Sarah's primary responsibilities include compliance, marketing, client events and setting up client review meetings.

Mrs. Haley is a founding associate of Mainsail Wealth Advisors. Prior to Mainsail she joined AG Edwards in 2003 and has been a member of the Haley-Mansfield-Koptish-Glaze Wealth Management Group since its inception.

Sarah and her husband, Scott, moved to Gloucester in late 1996. They have two Children, Jessica and Sam. Sarah and Scott stay very active outside of the office keeping up with their kids sports practices and event schedules.

    Education
  • Elon College
    Previous Employment
  • Wells Fargo Advisors - Client Associate - 12 years
    Community Involvement
  • Member of Abingdon Church
  • Co-Chairman for Daffodil Festival 5k

Randi Zahm
Client Service Associate
Randi Zahm

Randi Zahm
Client Service Associate

Email: randi.zahm@mainsailwealthadvisors.com

Randi Zahm is a Client Service Associate with Mainsail Wealth Advisors whose goal is to help clients meet their retirement and investment needs. Randi has over 8 years of Financial Services Industry experience including both brokerage and banking. Prior to joining Mainsail Wealth Advisors, Randi worked as an Underwriter with SunTrust Mortgage and Chesapeake Bank, and a Client Service Associate with Morgan Stanley Wealth Management. After nearly a decade in the Industry, Randi brings with her a wealth of knowledge, strong financial analysis skills and excellent customer service. Randi holds a Bachelor’s Degree in Business Administration from Old Dominion University.

Randi and her husband, Mike, reside in Gloucester with their daughter Harper Jean. Along with spending time with her family, Randi is an active equestrian and entrepreneur who owns her own craft business, When Pigs Fly.

    Education
  • Old Dominion University, BSBA
    Previous Employment
  • SunTrust Mortgage – Underwriter
  • Chesapeake Financial Shares – Jr. Underwriter
  • Morgan Stanley Wealth Management – Client Service Associate
    Community Involvement
  • When Pigs Fly - Owner
  • BridgePoint Church – Financial Team
  • Virginia Paint Horse Club – Treasurer
  • French Bulldog Rescue Network
  • Pi Beta Phi Fraternity

Lynne Freeman
Client Service Associate
Lynne Freeman

Lynne Freeman
Client Service Associate

Email: lynne.freeman@mainsailwealthadvisors.com

Lynne Freeman is a Client Service Associate with Mainsail Wealth Advisors whose goal is to provide the very best service to our clients and the entire Mainsail team. Lynne has over 30 years experience in Office Management, Bookkeeping, and Customer Service in a variety of industries. Prior to joining Mainsail Wealth Advisors, Lynne worked as Full Charge Bookkeeper for Watson Mowry, PC in Williamsburg. In prior years she brought her skills to companies outside Washington DC, Baltimore and Annapolis, MD, and also for many years in northern Maine. She brings with her a wealth of knowledge, attention to detail, great organizational skills, and excellent customer service. Lynne holds a Master’s Degree in Christian Leadership and is a licensed and ordained minister.

Lynne and her husband, Rev. Mike Freeman, returned to their childhood home of Gloucester in 2017 after raising their family in Maryland and Maine. Along with enjoying time with family who all live locally now, Lynne is also active in ministry with her husband.

    Education
  • Destiny College International, Master’s in Christian Leadership
    Previous Employment
  • Watson Mowry, PC – Full Charge Bookkeeper (CPA Firm, VA)
  • M&M Service – Office & Financial Management (Auto Repair facility, ME)
  • SJV Trailers, LLC – Office & Financial Management (Logging Trailer manufacturer, ME)
  • JR’s One Stop – Co-Owner, Operations, Financial Manager (our Convenience Store & Diner, ME)
  • Columbia Fasteners, Inc – Assistant to CFO (Importer of Fasteners, MD)
  • Co-Pastor 2007-2017 – Agape Christian Fellowship (ME)
    Community Involvement
  • Co-Pastor of Transforming Life Church along with her husband Rev. Mike Freeman
  • Network with area churches, Food Pantries, Clothing Ministries, outreaches

Scott Haley, CFP ™
Managing Partner
Branch Manager, RJFS

Email: scott.haley@mainsailwealthadvisors.com

Mr. Haley is a CERTIFIED FINANCIAL PLANNER ™ professional with more than thirteen years' experience as a Financial Advisor. Scott is a founding member of Mainsail Wealth Advisors.

Mr. Haley is dedicated to helping his clients meet their financial needs. Scott primarily works with retirees and those who are nearing retirement. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mr. Haley helps his clients analyze their total financial situation and implement strategies to achieve their life goals.

Mr. Haley joined Wells Fargo Advisors in 2000 and in 2003 was promoted to Branch Manager. In this role, he worked to lead the branch to being one of the top branches of its size in 2009.

Scott enjoys playing golf, running, singing, and boating. His wife Sarah and he live in Gloucester with their two children Jessica and Sam. Scott is passionate about his community and family and is very active with both.

    Education & Accolades
  • Elon College, BS
  • CERTIFIED FINANCIAL PLANNER ™ professional*
  • Series 7, 66, 9, 10
  • Life & Annuity Insurance License
  • National Futures Association License and Supervisory License
    Previous Employment
  • Wells Fargo Advisors/AG Edwards - Financial Advisor/Branch Manager - 13 years
  • US Army Reserves - Logistics Officer - 10 years
  • ExecuTrain - Corporate Trainer/ Training Manager / Sales Associate - 4 Years
  • Newport News Shipbuilding - Change Manager/ Field Administrator - 3 Years
    Community Involvement
  • Rotary - Past-President, Lead on Habitat House, Golf Tournament Chairman, Chairman for Daffodil Festival 5k
  • Gloucester Boys & Girls Club - Founding Board of Directors
  • Parks and Recreation Soccer and Baseball Coach
  • Baystars Coach
  • Ware Academy Varsity Soccer Coach - past
  • Gloucester High School Soccer Coach - current
  • Middle Peninsula Referral Network - Founder
  • Tri-County Express Member Group
  • Abingdon Church - Vestry Registrar, Choir member, Chair for Stewardship, Youth Ministry
  • Humane Society - Golf Tournament Chairman, MC for the Fashion Show
  • Middle Peninsula Golf Association - Co-founder
  • Lafayette Gun Club - Pistol League Champion Team
  • Williamsburg Club -Club Champion 2000
  • Piankatank Club Champion for 2014

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements