Meet our Team

In order to provide clients with the best advice and customized services, Alpha Advisors is structured to provide investment management and financial advisory services directly to its clients with internal resources.

For clients with specific needs in other areas such as estate planning, taxes, insurance, we are able to assemble and coordinate a team of experts in those areas.

Doug Wallace

Chief Investment Officer

Doug provides the benefits of 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.

Before 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 playing golf, travel with his family, and enhancing his handyman skills in home improvement projects.

Mark Leimberger

Financial Advisor

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.

Andrew Huck

Financial Advisor

Andrew also serves as the point person of our wealth management team for our clients in Knoxville, Tennessee. A native of Knoxville, he earned his bachelors degree from Wake Forest University, and an MBA from the Darden School of Business at the University of Virginia.

Andrew has a special interest in community organizations and philanthropy. During the nearly 10 years he served as an area director of Young Life, he engaged with community leaders on strategic philanthropic decisions, and remains closely involved with several nonprofit organizations and foundations in Knoxville. In his free time Andrew enjoys playing tennis and squash, and dreams of driving his golf handicap low enough to qualify for the Senior Tour.

Sarah Byrd

Office Manager

Sarah handles the day to day service operations for Alpha Advisors and is an integral part of our wealth management team. By exercising her administrative prowess, Sarah takes care of the details and keeps our processes running smoothly.

Sarah graduated from James Madison University with a double major in Marketing and Management. She and her husband have two daughters, a son-in-law and two granddaughters. In her spare time Sarah enjoys spending time with her family and writing.

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