From our inception, our philosophy has never faltered -- whether you are a business owner, transitioning to another job, saving for retirement, or are retired, we can help you with planning for your financial freedom and securing your financial future. Life is filled with choices -- choices that require decisions. As concerned financial professionals with wide ranging experience in financial services, we help you make the right decisions for your own unique situations. Our basic formula is an interactive combination of planning and managing these decisions. We provide confidential one-on-one service. We share your concerns about protecting your future, educating your children, enjoying retirement, and leaving a legacy. We invite you to learn more about the benefits of First Genesis of Virginia and MetLife. It is never too late to begin planning. You can count on us to be your guide and most trusted resource. We will work with you to help you determine what is important to you in your life. We have representatives in this office licensed and registered to offer products and services in [ VA, NC, MD, DC, GA, NJ ]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.
Tricia has more than 28 years of experience in the financial industry and has been with TowneBank since its opening in 1999. She attended Chowan College and Old Dominion University. A long-time Chesapeake resident, she has served on the EVMS Annual Fund Committee and the EVMS Philanthropic Advisory Board. Tricia works with members of the medical community and businesses that share the same philosophy as TowneBank which ensures an extraordinary partnership.One thing to know about Tricia When you bank with Towne, you receive exquisite member service.
Phil has 32 years of commercial business experience, the last 10 years with TowneBank. He is a graduate of the University of North Carolina at Chapel Hill and Regent University. He has passed the Series 7, 6, & 63 Securities Exams. Within the community, Phil serves on the board of directors for Young Audiences of Virginia and the board of trustees for the Great Bridge Battlefield & Waterways History Foundation. He is also an ordained elder with Great Bridge Presbyterian Church and a FAA licensed private pilot. Throughout his career, Phil has worked closely with professionals and executives. One thing to know about Phil My goal is to be considered a trusted financial advisor to our members. By using a consultative approach of asking questions and actively listening to the responses we are able to develop a plan which can then be put into action and measured for effectiveness on a regular basis. Attention to service and detail is of primary importance in working with our members.
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Kingdom Horizon LLC was founded in 2015 to assist clients in achieving both their personal and business goals. Kingdom Horizon specializes in business organization services, advisory consulting, digital design, SEO, and overall brand identity assistance. With over 20 years of expertise, our clients have the ability to leverage Kingdom Horizons owner operator experience to achieve their desired goals.At its core, Kingdom Horizon is a consulting and design firm with the mission to add value and give our clients the advantage in every engagement.
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Today, Signature serves approximately 150 client families. We have extensive experience in helping them manage the wealth that comes from significant liquidity events, and the constellation of issues that follows. Together, we succeed in unlocking the potential of our clients' wealth.
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Reid specializes in real estate lending and the financing of commercial real estate, residential construction multifamily and land development. He holds a Bachelor of Business Administration from the College of William & Mary. He has more than 10 years of banking industry experience and joined TowneBank in 2012. Reid is a board member of the Falcon Dugout Club for baseball development and a youth and league volunteer for baseball. I have deep roots in Virginia Beach and love the area and community.
