Member Directory

FPA of Hampton Roads members may be subject to licensing requirements of federal and/or state securities and insurance regulators and/or other applicable regulatory agencies or organizations.  They may conduct business only with residents of states where they are properly registered or licensed or exempted from registration or licensing requirements.  Most FPA of Hampton Roads members are licensed and/or registered to conduct their line of business in the state of Virginia; some may be licensed and/or registered in additional states.  Please clearly indicate your state of residence when contacting any FPA Hampton Roads member.  Responses to your inquiries may be limited due to licensing/registration requirements.  Initiating contact with any individual or entity listed on this website indicates your acknowledgement and acceptance of these conditions.

 

Members H through R

Members A through G

Members S through Z


Hampton, Frances H, LL.M. CPA, CFP®
Attorney
Poole & Mahoney, P. C.
4705 Columbus St
Virginia Beach, VA 23462-6039
757-552-6039/497-3200
fhampton@hpmlaw.com
www.hpmlaw.com

Handy, Roger L., CPA/PFS, CFP®
President
Roger L. Handy, PC
1st Global Capital Corp
1064 Laskin Rd Ste 25C
Virginia Beach, VA 23451-6337
757-965-7501
rlhandy@rlhandycpa.com

Hannahs, Donald S.
Planning Solutions Group
Triad Advisors, Inc
2247 W Great Neck Rd Ste 101
Virginia Beach, VA 23451
757-271-8824
dhannahs@psgplanning.com

 
 
 
 
 
 

Hark, Kirstin
Tull Financial Group, Inc.
640 Independence Pkwy Ste 300
Chesapeake, VA 23320-5205
757-436-1122
klh@tullfinancial.com
www.tullfinancial.com

Harrington, Donna M
Reverse Mortgage Loan Officer
Fulton Mortgage Company
4429 Bonney Rd Ste 124
Virginia Beach, VA 23462
757-321-6364
Dharrington@fultonmortgagecompany.com

Haynes, Sally A., CPA, MST, PFP
Owner
Sally A. Haynes, CPA, PC
5700 Cleveland St Ste 140
Virginia Beach, VA 23462
757-333-8515
shaynescpa@charter.net

Herrell, Sheera R., JD, CFP®
Hofheimer/Ferrebee PC
1060 Laskin Rd Ste 12B
Virginia Beach, VA 23451
757-425-5200
srh@hoflaw.com

Himmelwright, Heber H.
RIA
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
283 Constitution Dr Ste. 930
Virginia Beach, VA 23462
757-499-8772
hhhimmelwr@firstcommand.com
www.firstcommand.com

Hoffacker, Charlene L
OPM 1 Financial Inc.
316 Westover Ave
Norfolk, VA 23507
757-533-5302
hoffack@aol.com

Hook, Andrew H., Esq., CELA, CFP®
Hook Law Center, P.C.
295 Bendix Rd Ste 170
Virginia Beach, VA 23452-1294
757-399-7506 X706
hook@hooklawcenter.com
www.oasthook.com

Howard, Denise M
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
780 Lynnhaven Pkwy Ste 100
VA Beach, VA 23452
757-468-7711
dmhoward@firstcommand.com

Huger, II, Benjamin , CFP®
Senior Vice President
UBS Financial Services
UBS Paine Webber
1 Commercial Pl Ste 1500
Norfolk, VA 23510
757-622-1321
Benjamin.Huger@ubs.com

Iacono, D. Barry , CFP®, EA
Owner
D. Barry Iacono and Associates
Investors Security Company, Inc.
5511 Princess Anne Rd Ste 102
Virginia Beach, VA 23462-3321
757-671-7000 X11
biacono@barryiacono.com

Irwin, Lynda L., CFP®, MBA
Financial Empowerment Program Coordinator
Virginia Beach Dept of Human Services
757-409-6809

Jacklich, John J., CFP®
Financial Advisor
Muhlendorf Shepherd Financial Group
Lincoln Financial Advisors
283 Constitution Dr Ste 800
Virginia Beach, VA 23462
757-777-3149
jake.jacklich@lfg.com

Jin, Weiwei "Estelle" , CFP®, CRPC®
Senior Financial Advisor
Ameriprise Financial Services, Inc.
500 Viking Dr Ste101
Virginia Beach, VA 23452
757-227-5023
weiwei.x.jin@ampf.com
www.ameriprise.com

Jones, Craig A
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
780 Lynnhaven Pkwy Ste 100
Virginia Beach, VA 23452
757-468-7711
cajones@firstcommand.com

Jones, L. Arthur , CFA
Managing Principal
Strategic Wealth Management Solutions, LLC
One Columbus Center, Suite 600
Virginia Beach, VA 23462
757-226-0010
ajones@swmsllc.com
www.swmsllc.com

Joseph, Timothy
Financial Advisor
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
701 Mariners Row Ste 200
Newport News, VA 23606
757-873-0993
tjoseph@firstcommand.com

Klinger, Karl E., CFP®, CLU®
NEXT Financial Group, Inc.
3086 Brickhouse Ct
Virginia Beach, VA 23452-6859
757-463-1384

 

Korving, Arie J., CFP®
Chairman
Korving and Company, LLC
1510 Breezeport Way Ste 800
Suffolk, VA 23435
757-638-5490
arie.korving@korvingco.com

Korving, Stephen , CFP®
President
Korving and Company, LLC
1510 Breezeport Way Ste 800
Suffolk, VA 23435
757-638-5490
Stephen.Korving@Korvingco.com

Liquori, Sr., William J.
Financial Advisor
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
701 Mariners Row Ste 200
Newport News, VA 23606
757-873-0993
wjliquori@firstcommand.com

Little, III, John R., CFP®, EA
Financial Planner
Pathway Financial Services
609 16th St.
Virginia Beach, VA 23451
757-236-1871
aplanforlife@yahoo.com

Lutz, Robert
107 White Cedar Ln
Yorktown, VA 23693
757-240-4587
risingsunbob@yahoo.com

Macukas, John A., CFP®
Wealth Advisor
UBS Financial Services
UBS Paine Webber
One Commercial Pl Ste 1500
Norfolk, VA 23510
757-624-2564
john.macukas@ubs.com
www.ubs.com/team/oraclegroup

Macukas, Mary E., CFP®
Financial Advisor
UBS Oracle Wealth Consulting Group
1 Commercial Place
Norfolk, VA 23510
757-624-2563
mary.macukas@ubs.com

Mansfield, Judith W
Wells Fargo Advisors
Wells Fargo Advisors, LLC
5696 Main St
Gloucester, VA 23061
judy.mansfield@wfadvisors.com

Martin, Noel O.
Financial Planner
Waddell & Reed
Waddell & Reed Financial Services
2901 S Lynnhaven Rd Ste 100
Virginia Beach, VA 23452-8505
757-431-2929 X117

Matheson, Scott W., CFP®
FVP-Investment Officer
Wachovia Securities, LLC
150 W. Main St Ste 1500
Norfolk, VA 23510
757-640-5925
scott.matheson@wfadvisors.com

Mayo, Rick , CFP®
Branch Manager/CFP® Practioner
Raymond James Financial Services, Inc.
607 Lynnhaven Pkwy Ste 102
Virginia Beach, VA 23452-7313
757-463-8886
Rick.Mayo@raymondjames.com

McGee, Charles D., CFP®
Investment Advisor and Principle
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
701 Mariners Row Ste 200
Newport News, VA 23606
757-873-0993
cdmcgee@firstcommand.com
www.firstcommand.com

McKinney, C. Ronald, RFC, PFP
Financial Advisor
Financial Security Management, Inc.
575 Lynnhaven Pkwy Ste 310
Virginia Beach, VA 23452
757-431-1414 X6067
cron@gofsg.com

Meir, Tricia
Vice President & Trust Officer
Old Point Trust & Financial Services
11780 Jefferson Ave Ste D
Newport News, VA 23606
757-599-2224
tmeir@oldpointtrust.com

Merchant, Andrew , CFP®
Waddell & Reed
Waddell & Reed Financial Services
2901 S Lynnhaven Rd Ste 100
Virginia Beach, VA 23452
757-779-8494
amerchant@wradvisors.com

Miller, Edward M.
Financial Advisor, Principal and District Advisor
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
780 Lynnhaven Pkwy Ste 100
Virginia Beach, VA 23452
757-468-7711
emmiller@firstcommand.com
www.firstcommand.com

Mondelli, Mary
Financial Advisor
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
1214 Progressive Dr Ste 200
Chesapeake, VA 23320
757-548-9972
memondelli@firstcommand.com

Morris, Jr., Thomas W., CPA/PFS, CFP®
Thomas Morris, CPA
1524 N Mallory St
Hampton, VA 23664
757-897-2218

Murphy, Aaron
Triquest Equity Management
1407 Stephanie Way Ste B
Chesapeake, VA 23320
757-773-3163

Neice, Dan, MBA
Waddell & Reed
Waddell & Reed Financial Services

District Manager/Financial Advisor
Dneice@wradvisors.com

O'Brien, Robert J., CFP®, CLU®, ChFC®, RFC, CFS
President
Financial Security Management, Inc.
575 Lynnhaven Pkwy Ste 310
Virginia Beach, VA 23452
757-431-1414 X104
bob@gofsg.com

Oder, Mary B, CFP®
Manager, Tax Department
Witt Mares, PLC
701 Town Center Dr Ste 900
Newport News, VA 23606
757-223-7146

Oliver, Caroline S, CFP®, CFA
Palladium Partners, LLC
999 Waterside Dr Ste 800
Norfolk, VA 23510
757-305-1530
csoliver@palladiumllc.com

Patterson, Elizabeth T., CFP®
Waypoint Advisors
999 Waterside Dr Ste 2025
Norfolk, VA 23510-3350
757-623-6145
bpatterson@waypointadvisors.net

Pearson, Ronald S., CFP®, AEP
Owner
Beach Financial Advisory Service
6204 Ocean Front Ave
Virginia Beach, VA 23451-2142
757-428-6634
ron@beachfas.com

Pendleton, Benjamin G, CFP®
Vice President of Investments
Wells Fargo Advisors
Wells Fargo Advisors, LLC
208 Golden Oak Ct Ste 300
Virginia Beach, VA 23452
757-463-1200
ben.pendleton@wfadvisors.com

Phillips, Dickinson B., CFP®
Palladium Partners, LLC
999 Waterside Dr Ste 800
Norfolk, VA 23510
757-305-1500
dbphillips@palladiumllc.com

Pierson, Jr., Carl R, CFP®
Vice President
Smith Barney
222 Central Park Ave Ste 1800
Virginia Beach, VA 23462
757-493-2134
carl.r.pierson.jr@mssb.com
www.smithbarney.com/piersonrussigroup

Plemmons, Marion P., ChFC®
Financial Advisor
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
1214 Progressive Dr Ste 200
Chesapeake, VA 23320
757-548-9972
mpplemmons@firstcommand.com

Ponton, Robert G., CFP®
Financial Advisor
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
780 Lynnhaven Pkwy Ste 100
Virginia Beach, VA 23452
757-468-7711 X219
rgponton@firstcommand.com
www.firstcommand.com

Poston, Cheri , CFP®
CPA Investment Advisors, LLC
5544 Greenwidh Rd
Virginia Beach, VA 23462
757-499-7744
cowen@satcpa.com

Poutier, John
Financial Advisor
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
701 Mariners Row Ste 200
Newport News, VA 23606
757-873-0993
jmpoutier@firstcommand.com
www.firstcommand.com

Preti, Todd J., JD
Attorney
Midgett & Preti, PC
2901 S Lynnhaven Rd Ste 120
Virginia Beach, VA 23452
757-687-8888
todd.preti@midgettpreti.com

Ramiscal, Elmer F., CFP®
Financial Advisor
Waddell & Reed
Waddell & Reed Financial Services
2901 S Lynnhaven Rd Ste 100
Virginia Beach, VA 23452-8505
757-431-2929 X119
eramiscal@wradvisors.com
www.waddell.com

Reasor, Cline E, CFP®
Scott and Stringfellow
500 E Main Str
Norfolk, VA 23510
creasor@scottstringfellow.com

Rex, Bryan B., CFP®
Cornerstone Financial Services Inc
Royal Alliance
2940 N Lynnhaven Rd Ste 100
Virginia Beach, VA 23452
757-333-7377
brex@cfspro.com

Rex, Gerald B., CLU®, ChFC®, CFP®
President
Cornerstone Financial Services, Inc.
Royal Alliance
2940 N Lynnhaven Rd Ste 220
Virginia Beach, VA 23452
757-333-7377
jrex@cfspro.com

Rich, Anthony H
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
1214 Progressive Dr Ste 200
Chesapeake, VA 23320
817-731-8621
ahrich@firstcommand.com

Risch, Mindi L, CFP®
Witt Mares PLC
701 Town Center Dr Ste 900
Newport News, VA 23606

Ritter, James S., CFP®, CRPC
Financial Advisor
Ritter Stouffer Virok & Associates
Ameriprise Financial Services, Inc.
295 Bendix Rd Ste 150
Virginia Beach, VA 23452
757-321-3420
Jim.S.Ritter@ampf.com
www.ameriprise.com

Roesch, II, Harold J.
First Command Financial Planning, Inc.
First Command Financial Services, Inc.
701 Mariners Row Ste 200
Newport News, VA 23606
757-873-3622
hjroesch@firstcommand.com

Rossettini, Jennifer S., JD, CFP®
Regional Financial Planner
SunTrust Bank
150 W Main St 14th Flr
Norfolk, VA 23510
757-624-5500
jennifer.rossettini@suntrust.com


Members A through G

Members S through Z


© Copyright 2012


Financial Planning Association of Hampton Roads
PO Box 852
Virginia Beach, Virginia 23451-0852

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