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 goals, utilizing all types of financial and insurance products. These plans could be as simple as opening a 529 education account to creating a complex trust or retirement plan where tax implications are crucial. I can manage and advise you on a current account, or we can establish a brand new plan to help you pursue your goals. Coastal Virginia Wealth Group has an enormous variety of companies and products that we can utilize in any investment objective. I would be happy to show you how we can help.
I have been a lifetime resident of the Hampton Roads area, as have several generations of both sides of my family. I have been Married to my lovely wife Kambeth for 16 years. She works for the Dept. of Defense at Langney Airforce Base. We have a 15-year-old son that attends Poquoson High School currently. He plays Football, lacrosse, and wrestles, so we are a busy family. We all three appreciate the water in our area and like to fish and cruise the bay and ocean in our spare time.