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Member
Directory
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| 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. |
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| Members
S through
Z |
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Salter CPA/PFS, CFP®,
Robert M.
President
Salter & Associates, P.
C.
222 Central Park Ave,
Suite 1040
Virginia Beach, VA 23462
757-962-3666
bob@saltercpas.com
www.saltercpas.com |
Scott, Kimberly A.
2473 Reagan Avenue
Virginia Beach, VA 23462
757-288-8200
kscott09@vt.edu
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Sepulveda, Jr. CFP®,
Ramiro
Financial Advisor
Ameriprise Financial
Services, Inc.
870 Greenbrier Cir Ste
401
Chesapeake, VA 23320
757-648-8840
ramiro.x.sepulveda@ampf.com
www.ameriprise.com
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Sexton, Sr. CLTC, LUTCF,
John R.
Financial Planner
Sagemark Consulting
Lincoln Financial
Advisors
One Columbus Cte Ste 800
Virginia Beach, VA
23462-6782
757-777-3112
John.Sexton@LFG.com
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Shea CFP®, Kevin M.
Financial Services
Professional
CB&H Business Services
222 Central Park Ave Ste
1400
Virginia Beach, VA 23462
757-456-2400
kshea@cbh.com
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Shepherd CFP®, CLU, ChFC,
CMFC, Gary K.
Financial Planner
Wealth Planning Group
Lincoln Financial
Advisors
One Columbus Ctr Ste 800
Virginia Beach, VA 23462
757-777-3179
gary.shepherd@lfg.com
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Sigmon CFP®, Stephen E
LPL Financial/Sigmon Wealth Management
701 Town Center Drive, Suite 104
Newport News, VA 23606
757-223-5902
ssigmon@sigmonwm.com
www.sigmonwm.com
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Smith , Alvin
Regional Director
American Amicable Life
287 Independence Blvd
Ste 234
Virginia Beach, VA 23462
757-518-9810 Ext. 11
americanamicable@earthlink.net
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Sneath, MBA,
ChFC, CRPC,
William E.
Opportunity, Inc.
Operations Manager
2921 Holm Oak Ct
Virginia Beach, VA 23453
757-468-2852
wsneath@yahoo.com
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Steiner CFP®, Adam M.
Director of Planning
Services
Cape Financial, Inc.
295 Bendix Rd Ste 230
Virginia Beach, VA 23452
757-557-6902
adam@capefinancialinc.com
www.capefinancialinc.com
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Tedesco
CFP®, Patrick
Financial Advisor
Waddell & Reed, Inc.
2901 S Lynnhaven Rd Ste
100
Virginia Beach, VA
23452-8505
757-431-2929 Ext.
118
tedesco@wradvisors.com
www.waddell.com
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Tehel CLU, CFP®, EA,
MSFS, Frank D.
Investment Advisor
Representative
Sagemark Consulting
Lincoln Financial
Advisors
One Columbus Center Ste
800
Virginia Beach, VA 23462
757-490-3883 Ext. 152
fdtehel@LNC.com
www.fdtehel.com
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Trant , Thomas H.
First Command Financial
Planning, Inc.
First Command Financial
Services, Inc.
701 Mariners Row, Suite
200
Newport News, VA 23606
757-873-0993
thtrant@firstcommand.com
www.firstcommand.com |
Tull,
Jr. CFP®, Robert W.
President & CEO
Tull Financial Group,
Inc.
640 Independence Pkwy
Ste 300
Chesapeake, VA
23320-5177
757-436-1122 Ext.
203
rw@tullfinancial.com
www.tullfinancial.com
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Vause , Steven M.
District Advisor
First Command Financial
Planning, Inc.
First Command Financial
Services, Inc.
1214 Progressive Dr Ste
200
Chesapeake, VA 23320
757-548-9972
smvause@firstcommand.com
www.firstcommand.com
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Virok CFP®, CRPC, Peter
S.
Senior Financial Advisor
Ritter Stouffer Virok &
Associates
Ameriprise Financial
Services, Inc.
295 Bendix Rd Ste 150
Virginia Beach, VA 23452
757-321-3420 Ext. 207
peter.s.virok@ampf.com
www.ameriprise.com
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Wallach MBA, Andrew J.
Principal
Wallach Planning &
Investments
545 Mayflower Rd
Norfolk, VA 23508-2122
757-408-4497
wallach@whro.net
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Wheeler , Michael J.
Regional Advisor
First Command Financial
Planning, Inc.
First Command Financial
Services, Inc.
4605 Pembroke Lake Cir
Virginia Beach, VA 23455
757-499-6500
mjwheeler@firstcommand.com
www.firstcommand.com
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White, CFP®,
CRPC®, Richard C.
Branch Manager
Ameriprise Financial Services, Inc.
249 Central Park Avenue, Ste. 260
Virginia Beach, VA 23462
757-552-8451
Richard.C.White@ampf.com
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Williams , Bruce F.
Financial Advisor
Tidewater Financial
Group
4648 Miles Standish Rd
Virginia Beach, VA 23455
757-460-2889
bwilliams@tidewaterfg.com
www.tidewaterfg.com
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Williamson CFP®, John W.
John Williamson CFP® &
Associates
NEXT Financial Group,
Inc.
5700 Cleveland St Ste
132
Virginia Beach, VA 23462
757-490-6005
jwilliamson@nextfinancial.com
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Wilson CFP®, CTFA,
Timothy P.
Client Advisor - Vice
President
SunTrust Private
WealthManagement
SunTrust Investment
Securities, Inc.
150 West Main St Ste
1400 MC: VA-NOR-2205
Norfolk, VA 23510-1665
757-624-5427
Timothy.Wilson@SunTrust.com
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Wood , Thomas H.
Reverse Mortgage Banker
Atlantic Bay Mortgage Group
2540 Virginia Beach Blvd.
Virginia Beach, VA 23452
757-228-3980 (cell) 757
498-6789 x 2649
tomwood@atlanticbay.com
www.atlanticbay.com/tomwoo |
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Woodhouse CFP®, William
B
First Command Financial
Planning, Inc.
First Command Financial
Services, Inc.
780 Lynnhaven Pkwy Ste
100
Virginia Beach, VA
23452-7332
757-468-7711
bwoodhouse@firstcommand.com
www.firstcommand.com
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Workman C.S.A., Peter T.
Registered Principle
Lineage Wealth
Management Inc
Linsco/Private Ledger
500 E Plume St Ste 304
Norfolk, VA 23510
757-313-1394
peter.workman@lpl.com
www.lineagewealth.com
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Yeh MBA, CFP®, Robert
Financial Advisor
Ameriprise Financial
Services, Inc.
5028 Corporate Woods Dr
Ste 150
Virginia Beach, VA
23462-4382
757-499-2639 Ext. 17
robert.y.yeh@ampf.com
www.ameriprise.com
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Zaugg CFP®, ChFC®, CASL®,
CDFA®, Gary L.
President (ZFG)
The Zaugg Financial
Group Inc
Raymond James Financial
Services, Inc.
4705 Columbus St Ste 302
Virginia Beach, VA
23462-6724
757-671-3331
gary.zaugg@raymondjames.com
www.zauggfinancial.com
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Zeytoonian MA, CFP®,
Bruce
Certified Financial
Planner
Raymond James Financial
Services, Inc.
5717 Hickory Fork Rd
Gloucester, VA 23061
804-695-6138
Bruce.Zeytoonian@RaymondJames.com
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Zywna CFP®, Kevin J.
Investment
Advisor/Financial Planner
Bunting Capital
Management
5700 Cleveland St Ste
329
Virginia Beach, VA 23462
757-456-2200
Kevin@BuntingCapital.com
www.buntingcapital.com
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