Financial Planning Association of Hampton Roads

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

Hadder , David

Virginia Tech

410 E Clay St

Blacksburg, VA 24060

(757) 647-7365

dwhadder@vt.edu

Hamlin, Jr. CFP, Robert L.

Financial Planner

Sagemark Consulting

Lincoln Financial Advisors

283 Constitution Dr Ste 800

Virginia Beach, VA 23462-6760

757-490-3883 Ext. 132

Robert.Hamlin@LFG.com

Hampton LL.M. CPA, CFP®, Francis H

Attorney

Huff, Poole & Mahoney, P. C.

4705 Columbus St

Virginia Beach, VA 23462-6039

757-552-6039

fhampton@hpmlaw.com

Handy CPA/PFS, CFP®, Roger L.

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

www.rlhandycpa.net

Hark , Kirstin

Tull Financial Group, Inc.

640 Independence Pkwy Ste 300

Chesapeake, VA 23320-5205

757-436-1122

klh@tullfinancial.com

www.tullfinancial.com

Harper, Jr. CFP®, Joseph N.

Certified Financial Planner

Ameriprise Financial Services, Inc.

606 Thimble Shoals Blvd Ste B1

Newport News, VA 23606-4530

757-873-2467

lordotis@visi.net

www.ameriprise.com

Haynes CPA, MST, PFP, Sally A.

Owner

Sally A. Haynes, CPA, PC

5700 Cleveland St Ste 140

Virginia Beach, VA 23462

757-333-8515

shaynescpa@charter.net

Henry CLU, ChFC, Peter J.

President, Hampton Roads Division

Virginia Asset Management

Securian Financial Network

150 Boush St Ste 202

Norfolk, VA 23510

757-455-6070

peter.henry@vamllc.com

Herrell JD, CFP®, Sheera R.

Hofheimer/Ferrebee PC

1060 Laskin Rd Ste 12B

Virginia Beach, VA 23451

757-425-5200

www.virginiadivorceattorney.com

Himmelwright , Heber H.

RIA

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

5041 Corporate Wood Dr Ste 150

Virginia Beach, VA 23462

757-499-8772

hhhimmelwr@firstcommand.com

www.firstcommand.com

Hinds , Kyle D

Financial Advisor

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

5041 Corporate Woods Dr Ste 150

Virginia Beach, VA 23462

757-499-8772

www.firstcommand.com

Holland , Mistie D

Manager

Ameriprise Financial Services, Inc.

249 Central Park Ave Ste 300

Virginia Beach, VA 23462

757-552-8445

mistie.d.holland@ampf.com

www.ameriprise.com

Honeycutt CFP®, Vivian M

Financial Planner

Honeycutt Financial, LLC

1435 Crossways Blvd Ste 200

Chesapeake, VA 23320

757-962-7522

vhoneycutt.financial@cox.net

Hook Esq., CELA, CFP®, Andrew H.

Attorney

Oast & Hook, P.C.

295 Bendix Rd Ste 170

Virginia Beach, VA 23452-1294

757-399-7506 Ext. 706

hook@oasthook.com

www.oasthook.com

Huger, II CFP®, Benjamin

Senior Vice President

UBS Financial Services

UBS Paine Webber

1 Commercial Pl Ste 1500

Norfolk, VA 23510

757-622-1321

Benjamin.Huger@ubs.com

Hyde , Erika S

532 Yorktown Rd

Newport News, VA 23603

757-817-4609

hamon_twinkie@yahoo.com

Iacono CFP®, EA, D. Barry

Owner

D. Barry Iacono and Associates

Investors Security Company, Inc.

5511 Princess Anne Rd Ste 102

Virginia Beach, VA 23462-3321

757-671-7000 Ext. 11

biacono@barryiacono.com

Irwin MBA, CFP®, Lynda L.

Operations Director

Signature Financial Management, Inc.

150 W. Main St Ste 1550

Norfolk, VA 23510

757-961-5203

lirwin@sigfin.com

Jacklich CFP®, John J.

Financial Advisor

Waddell & Reed

Waddell & Reed Financial Services

2901 S Lynnhaven Rd Ste 340

Virginia Beach, VA 23452

757-374-6979 Ext. 126

jjacklich@wradvisors.com

www.waddell.com

James CFP®, Edward

Smith Barney

600 Thimble Shoals Blvd Ste 110

Virginia Beach, VA 23606

757-873-3300

edward.h.james@smithbarney.com

Jenks, Jr. CFP®, ChFC, MBA, CASL, Charles F.

Sr Vice President

Financial Security Companies

800 Diligence Dr Ste 100

Newport News, VA 23606-4200

757-873-4947

charlie@gofsg.com

Jin CRPC®, Estelle

Senior Financial Advisor

Ameriprise Financial Services, Inc.

582 Lynnhaven Parkway, Suite 102

Virginia Beach, VA 23452

757-227-5020 Ext. 105

weiwei.x.jin@ampf.com

www.ameriprise.com

Johnson, Jr. CFP®, CLU, ChFC, AEP, Robert L.

Owner

Rob Johnson & Associates

2685 Jackson Rd

Suffolk, VA 23434

757-934-6499

Joseph , Timothy

Financial Advisor

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

701 Mariners Row, Suite 200

Newport News, VA 23606

757-873-0993

tjoseph@firstcommand.com

www.firstcommand.com

Jucksch CFP®, CDFA, CLU, Jeffrey J.

Private Financial Consultant

Horizon Wealth Advisory

1064 Laskin Rd Ste 13C

Virginia Beach, VA 23451

757-502-4120

Jeff@HorizonWealth.net

Kapuschansky , Margaret Ann

Financial Advisor

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

701 Mariners Row, Suite 200

Newport News, VA 23606

757-873-0993

margik@firstcommand.com

www.firstcommand.com

Keaton , Robert S.

Financial Advisor

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

1214 Progressive Dr Ste 200

Chesapeake, VA 23320

757-548-9972

rskeaton@firstcommand.com

www.firstcommand.com

Kennedy LTCP, Karen M.

Agent

State Farm

749 J Clyde Morris Blvd Ste C

Newport News, VA 23601

757-873-1339

karen.kennedy.qfkf@statefarm.com

Klinger CFP®, CLU, Karl E.

NEXT Financial Group, Inc.

3086 Brickhouse Ct

Virginia Beach, VA 23452

757-463-1384

www.karlklinger.com

Korving CFP®, Arie J.

First Vice President, Investments

UBS Financial Services Inc

UBS Paine Webber

One Commercial Pl 15th Flr

Norfolk, VA 23510

757-624-3398

arie.korving@ubs.com

Landry CFP®, ChFC, James C.

Director of Financial Planning

Lincoln Financial Advisors

2305 Cornstalk Ct

Virginia Beach, VA 23456

757-490-3883 Ext. 140

jlandry@lnc.com

www.lfaonline.com

Landry CFP®, ChFC, Linda C.

Vice President

SunTrust Bank

150 West Main Street 14th Fl

Norfolk, VA 23510

757-624-5498

linda.landry@suntrust.com

Lavarias , Jason

Financial Advisor

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

5041 Corporate Wood Dr Ste 150

Virginia Beach, VA 23462

757-499-8772

jtlavarias@firstcommand.com

www.firstcommand.com

Leach CFP®, Michael W.

4497 Sir Johns Ln

Virginia Beach, VA 23455-4914

757-363-2923

mwleach01@cox.net

Liquori, Sr. , William J.

Financial Advisor

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

701 Mariners Row, Suite 200

Newport News, VA 23606

757-873-0993

wjliquori@firstcommand.com

www.firstcommand.com

Little CFP®, CDFA, Margaret V.

Financial Advisor

Financial Designs of Virginia, Inc.

5041 Corporate Woods Dr Ste 240

Virginia Beach, VA 23462

757-473-9022

mlittle@fdva.net

Little, III CFP®, EA, John R.

Financial Planner

Pathway Financial Services

609 16th St.

Virginia Beach, VA 23451

757-236-1871

aplanforlife@yahoo.com

Litwiller , Steve

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

1214 Progressive Dr Ste 200

Chesapeake, VA 23320

817-731-8621

www.firstcommand.com

Loebman , Harlan I.

Financial Services Consultant

Allstate

295 Mclaws Cir Ste 2

Williamsburg, VA 23185

757-221-8383

hloeb@allstate.com

Lutz , Robert

107 White Cedar Ln

Yorktown, VA 23693

757-240-4587

risingsunbob@yahoo.com

Macukas CFP®, John A.

UBS Financial Services

UBS Paine Webber

One Commercial Pl Ste 1500

Norfolk, VA 23510

757-624-2564

john.macukas@ubs.com

Magee MPA, Thomas H.

President

Retirement Systems of Virginia, Inc

2204 Elder Rd

Virginia Beach, VA 23451-1106

757-496-6966

Martin , Noel O.

Senior Financial Advisor

Waddell & Reed

Waddell & Reed Financial Services

2901 S Lynnhaven Rd Ste 340

Virginia Beach, VA 23452-8505

757-431-2929 Ext. 117

www.waddell.com

Matheson CFP®, Scott W.

FVP-Investment Officer

Wachovia Securities, LLC

150 W. Main St Ste 1500

Norfolk, VA 23510

757-640-5925

scott.matheson@wachoviasec.com

Mayo CFP®, Rick

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

www.raymondjames.com/rickmayo

McGee CFP®, Charles D.

Investment Advisor and Principle

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

701 Mariners Row, Suite 200

Newport News, VA 23606

757-873-0993

cdmcgee@firstcommand.com

www.firstcommand.com

McGovern , Ronica C.

Director of Retirement Plan Services

Cherry, Bekaert & Holland

222 Central Park Ave Ste 1400

Virginia Beach, VA 23463

757-456-2400

rmcgovern@cbh.com

McKinney RFC, PFP, C. Ronald

Financial Advisor

Financial Security Management, Inc.

Financial Security Management, Inc.

575 Lynnhaven Pkwy Ste 310

Virginia Beach, VA 23452

757-431-1414 Ext. 6067

McLain CLU, ChFC, CFP®, Earl

Vice President, Insurance Advisor

Wachovia Wealth Management Wachovia Bank, N. A.

101 W. Main St., Ste 700 (VA9571)

Norfolk, VA 23510

757-640-5631

earl.mclain@wachovia.com

McMillan CFP®, Kim L

Associate VP Investments

Coradi Wealth Mgmt of Davenport & Co LLC

101 W. Main St., Ste 4000

Norfolk, VA 23510

757-314-3607

kmcmillan@investdavenport.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

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

Morgan , L. Adam

Guardian

448 Viking Dr #530

Virginia Beach, VA 23452

757-963-5768

amorgan@gloc.com

Morris, Jr. CPA/PFS, CFP®, Thomas W.

CPA

Thomas Morris, CPA

1524 N. Mallory St

Hampton, VA 23664

757-897-2218

TWMorrisJr@cox.net

Nabong , XerXes

Ameriprise Financial Services, Inc.

249 Central Park Ave

Virginia Beach, VA 23462

757-552-8432

xerxes.l.nabong@ampf.com

www.ameriprise.com

Nelson , Robert

Financial Advisor

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

780 Lynnhaven Pkwy Ste 100

Virginia Beach, VA 23452

757-468-7711

ranelson@firstcommand.com

www.firstcommand.com

Nottingham CLU, ChFC, AEP, Richard E.

President

Cape Financial, Inc.

Jefferson Pilot

295 Bendix Rd Ste 230

Virginia Beach, VA 23464

757-557-6902

dick@capefinancialinc.com

www.capefinancial.com

O'Brien CFP®, CLU, ChFC, RFC, CFS, Robert J.

President

Financial Security Advisory, Inc.

Financial Security Management, Inc.

575 Lynnhaven Pkwy Ste 310

Virginia Beach, VA 23452

757-431-1414 Ext. 104

O'Hanlon CFP®, Michael D.

District Advisor

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

701 Mariners Row Ste 200

Newport News, VA 23606

757-873-0993

mdohanlon@firstcommand.com

www.firstcommand.com

Olansen JD, LL.M., CPA, Nathan R.

Attorney

The Rack Law Firm, PC

249 Central Park Ave Ste 220

Virginia Beach, VA 23462

757-605-5000

nathan.olansen@racklaw.com

www.racklaw.com

Paddock , David G.

Paddock Financial

3833 Prince Andrew Ln

Virginia Beach, VA 23452

(757) 498-8060

dave@paddockfinancial.com

Pardee, Jr. CFP®, William M.

Financial Advisor/VP-Investments

Wachovia Securities, LLC

101 W Main St Ste 100

Norfolk, VA 23510-1646

757-640-5030

william.pardee@wachovia.com

Pascucci , Mark V

Attorney

Wolcott, Rivers, Gates

1 Columbus Ctr Ste 1100

Virginia Beach, VA 23462

757-470-5553

pascucci@wolriv.com

Patterson CFP®, Elizabeth T.

Waypoint Advisors

999 Waterside Dr Ste 2025

Norfolk, VA 23510-3350

757-623-6145

bpatterson@waypointadvisors.net

Pearson CFP®, AEP, Ronald S.

Owner

Beach Financial Advisory Service

6204 Ocean Front Ave

Virginia Beach, VA 23451-2142

757-428-6634

ron@beachfas.com

www.beachfas.com

Pendleton CFP®, Benjamin G

Vice President of Investments

Wachovia Securities, LLC

208 Golden Oak Ct, Ste 300

Virginia Beach, VA 23452

757-463-1200

ben.pendleton@wachoviasec.com

Peters Esq., M. Powell

Attorney

Wolcott, Rivers, Gates

1 Columbus Center Ste 1100

Virginia Beach, VA 23462-6765

757-470-5553

peters@wolriv.com

Petkevicius , Adrijus

Guardian

1221 Fairhaven Rd

Chesapeake, VA 23322

(757) 963-5717

apetkevicius@glic.com

Phillips CFP®, Dickinson B.

Vice President & Portfolio Manager

Virginia Investment Counselors, Inc.

999 Waterside Dr Ste 1925

Norfolk, VA 23510

757-623-2491

Pierson, Jr. CFP®, Carl R

Vice President - Investments

Smith Barney

222 Central Park Ave., Suite 1800

Virginia Beach, VA 23462

757-493-2134

www.fa.smithbarney.com/carlpierson

Plemmons , Marion P.

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

www.firstcommand.com

Ponton CFP®, Robert G.

Financial Advisor

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

780 Lynnhaven Pkwy Ste 100

Virginia Beach, VA 23452

757-468-7711

rgponton@firstcommand.com

www.firstcommand.com

Poutier , John

Financial Advisor

First Command Financial Planning, Inc.

First Command Financial Services, Inc.

701 Mariners Row, Suite 200

Newport News, VA 23606

757-873-0993

jmpoutier@firstcommand.com

www.firstcommand.com

Powell ChFC, RFC, RFP, Stephen K.

Capital Financial Group, LLC