Meet the Team

Investment Services / Access Your Village Investment Account

J. Daniel Latham
Vice President
Investment Adviser Representative

Daniel began his financial services career in 2001 after graduating from Hampden-Sydney. As an investment advisor, Daniel helps his clients understand the ever-changing financial landscape. Working closely with families, he designs financial plans to meet their specific needs. Daniel is vested in the community in which he lives having served on the Board of Directors for Big Brothers, Big Sisters as well as serving in the United Way as a Loaned Leader.

Daniel joined the Village Investment Services team as Vice President in January 2010. A lifelong resident of Midlothian, Daniel and his family are right at home with Village Investment Services.

James M. Spisak
Vice President
Investment Adviser Representative

James is a graduate of Virginia Tech and resident of Richmond for the past 20 years.  Prior to joining Village Investment Services, James worked in the financial industry, both as a bank officer and securities representative for the past seven years.  In addition, he has worked in client management for more than 15 years.  James and his wife, Jenifer, have two daughters, Paige and Lila, and currently reside in Ricmond's West End.

 

 

 

 

 

Patty Lumpkin
Vice President
Investment Executive

Patty Lumpkin is a lifelong resident of Richmond where she works and raises her family. She is a graduate of J.R. Tucker High School and earned her bachelor's degree from Radford University. Patty has worked in the investment services industry for more than 20 years with an emphasis on relationship management and operations.

Patty enjoys spending time with family and friends and staying active. She is a member of the Godwin Athletic Association Board and a supporter of HSC basketball.



Village Investment Services
Disclosure Statement
Products and Services offered by Village Investment Services are:

Investment products are *Not deposits of Village Bank *Not FDIC insured *May lose value *Not bank guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided. Village Bank or its affiliates will not condition on extension of credit on any purchase of insurance, annuity or other investment product from an unaffiliated entity.
PrimeVest Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PrimeVest: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. FINRA registered address: 15521 Midlothian Turnpike, Suite 200, Midlothian VA 23113.

View PrimeVest privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.


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