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 Planning 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

Judy MansfieldCFP®, MPAS®
Financial Advisor,
Managing Partner
Judy Mansfield

Judith W. Mansfield,
MPAS ®, CFP ®
Managing Partner
Financial Advisor, RJFS

Email: judy.mansfield@mainsailwealthadvisors.com

Mrs. Mansfield is a CERTIFIED FINANCIAL PLANNER ™ professional with more than 35 years in the financial services industry. Mrs. Mansfield began her career as a financial advisor when she joined Wells Fargo Advisors in 1999 and is a founding member of Mainsail Wealth Advisors.

Successfully guiding her clients through their financial life journey, Judy believes that she must gain a complete understanding of her client's current financial position as well as their attitude and experience with investing and saving. Once this has been determined Judy works with each person to establish achievable and realistic goals and objectives. Enhancing this process with consistent planned review meetings and client education Judy continues to build loyal client relationships based on trust.

Devoted to her family, Judy lives in Saluda, Virginia with her husband Pete. They enjoy life on Urbanna Creek where they entertain their five grandchildren each summer at "Camp Mansfield".

    Education & Accolades
  • University of South Florida, B.S. Finance
  • CERTIFIED FINANCIAL PLANNER ™ professional
  • Master's Degree in Financial Planning
  • Series 7,63,65
  • Life & Annuity Insurance License
    Previous Employment
  • Wells Fargo Advisors - Financial Advisor - 14 years
  • Retail Branch Bank Management in Bradenton, Florida 1982-1996
  • Bank officer Sanibel, Florida 1975-1980
    Community Involvement
  • Founding board member of Art on The Half Shell, Urbanna VA
  • Prior Board Member for YMCA, Middlesex County
  • Member of The Middlesex Woman's Club
  • Capital Campaign Committee, Middle Peninsula, WHRO Public Radio
  • Member of Christ Church Parish, Christ Church, VA
  • James Madison Historical Event Committee, Saluda VA
  • Member of Middlesex County Museum & Historical Society, Inc.

*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 KoptishAAMS®
Financial Advisor,
Managing Partner
Jason Koptish

Jason Koptish, AAMS ®
Managing Partner
Financial Advisor, RJFS

Email: jason.koptish@mainsailwealthadvisors.com

Mr. Koptish is an Accredited Asset Management Specialist and a founding partner of Mainsail Wealth Advisors, LLC.

Jason works with retirees, pre-retirees, and business owners providing comprehensive financial planning and wealth management services. Jason is also the lead portfolio manager for Mainsail Wealth Advisors, working with all three partners to design and manage investment strategies for their clients.

Mr. Koptish founded Mainsail Wealth Advisors, an Independent firm with Raymond James 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, coaching soccer and basketball, woodworking, and playing guitar in his spare time. Jason lives in Richmond with his wife Leigh and their two children Noah and Parker.

    Education & Accolades
  • James Madison University, BBA
  • 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
  • Former Director, New Kent Chamber of Commerce Board
  • Charter member of the A Taste of New Kent Wine Festival Committee
  • Basketball Coach - Bon Air Youth Basketball - current
  • Baseball Coach - New Kent County All-Stars
  • Baseball Coach - New Kent Giants Travel Team
  • Middle Peninsula Golf Association Co-Founder
  • Volunteering to provide training to prospective entrepreneurs through the Middle Peninsula Business Development Partnership

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, an Independent firm, 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

Ellen Satchell
Sr. Registered Client Service Associate
Ellen Satchell

Ellen Satchell
Senior Client Service Associate

Email: ellen.satchell@mainsailwealthadvisors.com

Ellen has over 39 years of experience in the financial industry including savings and loan associations, banks, and brokerage. Mrs. Satchell is a founding associate of Mainsail Wealth Advisors, an independent firm with Raymond James. Prior to Mainsail she joined AG Edwards in 1999 and has been a member of the Haley-Mansfield-Koptish Financial Group since 2003.

Mrs. Satchell is responsible for the establishment of new accounts, overseeing all account maintenance items, adherence to Compliance practice, and ensuring client service items are handled in a prompt and professional manner.

Mrs. Satchell lives in Gloucester with her husband Bob.

    Education & Accolades
  • University of Richmond, BA
  • Series 7
    Previous Employment
  • Wells Fargo Advisors - Client Associate - 16 years
  • Owner - Subway Station
    Community Involvement
  • Investwrite judge for SIFMA national essay contest for students
  • Gloucester Mainstreet Association - Board of Directors

Linde Reed
Client Service Associate
Linde Reed

Linde Reed
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, an independent firm with Raymond James. 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, an independent firm with Raymond James. 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

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 Planning 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