Dan Neice, MBA, CFP®

Dan Neice, MBA, CFP^®

Founder | Senior Wealth Consultant

757-530-4076

As a Coastal Virginia Wealth Group Wealth Consultant and Certified Financial Planner^TM professional, I specialize in comprehensive Retirement Planning and Investment Management...

Paul Gregory, CRPC®

Wealth Consultant

757-530-4092

757-530-4076

Paul@CoastalVAWealth.Com

Paul Gregory works with individuals and couples who have retirement on their minds. They may be ready for the actual transition, or just thinking about the process and wondering how to begin. Or --they may be years into retirement and...

Mike Barclift, ChFC®, CLU®, AEP®

LPL Financial Advisor

757.530.4075 x221

757.769.8740

757.530.4076

Mike@CoastalVAWealth.Com

About the advisor: Mike Barclift is a North Carolina native, born in Fort Bragg, NC into an Air Force military family. He was a career Surface Warfare Officer in the Navy before entering the financial services profession. Mike has over...

Louis DeCuir, CRPS®

Senior Wealth Manager

757-530-4075 ext. 220

757-530-4076

Louis@CoastalVAWealth.Com

I specialize in investment management, advisory services, comprehensive financial planning, and group retirement plans. I develop customized strategies to help you pursue your goals, and I provide you with independent, personalized...

Buck Jones

Wealth Consultant

757-530-4075 ext. 229

757-530-4076

Buck@CoastalVAWealth.Com

As an individual or business owner, preparing for the next step in life isn’t always easy. Whether your goal is a milestone such as retirement, college planning or preserving your family's future, Buck promises a new level of attention...

Charles Powell

Wealth Consultant

757-530-4075

757-530-4076

Charles@CoastalVAWealth.Com

As a wealth advisor for Coastal Virginia Wealth Group, I specialize in designing, implementing and monitoring a financial plan built specifically for you. I can help you with comprehensive strategy to obtain your personal and financial...

Tearanie Parker, M.Ed, BFA™, CLTC®

Wealth Consultant

757-530-4075 ext. 230

757-530-4076

Tearanie@CoastalVAWealth.Com

Tearanie Parker is a Wife, Mother, Financial Advisor, and two-time Amazon Best Selling Author. For 12 years she has helped Business Owners, Career Professionals, and their families accumulate assets and protect their income. She also...

Jeff Calhoun, CPA

Wealth Advisor

757-530-4075 ext. 232

757-530-4076

Jeff@CoastalVAWealth.com

Born and raised in Norfolk, Virginia, Jeff Calhoun remained local to work full time while attending Old Dominion University (ODU) also full time. In 1987, Jeff graduated from ODU with a bachelor’s degree in business administration with...

Dennis Greene

Senior Wealth Advisor

757-530-4075 ext. 234

757-276-9661

757-530-4076

Dennis@CoastalVAWealth.com

My investing journey began in 1986 as a newly commissioned Air Force Second Lieutenant and continues to this day. I obtained my insurance and securities licenses in 1992 while serving on active duty, helping clients, friends and family...

Dylan McCormick, CFP®

Senior Financial Planning and Investment Assistant

757-530-4075

757-530-4076

Dylan@CoastalVAWealth.com

Dylan McCormick, graduated from Virginia Tech in 2021 with a degree in Finance, concentrating in Financial Planning. With three years of experience in the private wealth industry, Dylan now joins the Coastal Virginia Wealth Group in...

Mike Estrada, MEng

Wealth Strategist

757-530-4096

757-530-4076

Michael@CoastalVAWealth.Com

Mike graduated from the University of South Carolina with a Bachelors of Science in Business Administration, double majoring in Finance and Risk Management. Mike went on to pursue his Master’s of Engineering in Financial Technology...

Diana Neice

Executive Assistant

757-530-4075

757-530-4076

diana@coastalvawealth.com

Diana has been married to Dan for 38 years... and now that they have an "Empty Nest" after raising five wonderful children, Diana is able to help Dan at the office in varying capacities. Dan and Diana both have a heart for helping...

Sonia Salazar

Director of Client Services

757-530-4091

757-530-4076

Sonia@CoastalVAWealth.Com

Sonia has worked in the Virginia Beach Office of Waddell & Reed, Inc. for 10 years... She is the mother of two wonderful boys--Alex and Christian, and resides here in Virginia Beach. Sonia is "the oil" in Dan's practice, that helps...

Tatiana Usynina

Advisor Assistant

757-530-4075

757-530-4076

tatiana.usynina@lpl.com

Diane Sherman

Wealth Manager Assistant

845-476-0361

757-530-4076

dianes@coastalvawealth.com

Diane Sherman is a seasoned finance professional with over 20 years of experience in the financial services and technology sectors. Having previously served as Managing Director at a major bank, Diane has been and has leadership...

Jason Anderson

Marketing Executive

757-530-4075

757-530-4076

jason@coastalvawealth.com

Born in Portsmouth and raised in Chesapeake, I have been a native of the Hampton Roads area, now commonly referred to as Coastal Virginia, all my life. I have a Bachelor of Fine Arts degree with an emphasis in Graphic Design from Old...

Jeannie Belgrave

Insurance Specialist

757-609-7091

757-530-4076

jeannie@coastalvawealth.com

Jeannie E. Belgrave is a licensed insurance professional specializing in life insurance and annuities, providing education-focused guidance to individuals, families, veterans, entrepreneurs, and mission-driven organizations. Her work...

Nadia Shuriah

Insurance Advisor

951-640-2061

757-530-4076

nadia@coastalvawealth.com

With a unique blend of experience in financial services, healthcare, education, and real estate, I bring a well-rounded and practical approach to helping clients achieve their financial goals. My journey has been shaped by 20 years of...