As our Senior Financial Advisor, Kevin works with clients to answer questions regarding retirement and estate planning, asset management, strategies for business owners and tax strategies. Originally from Long Island, NY, Kevin graduated from Albany State University and began his career shortly thereafter. A leading force in the retirement planning field, Kevin quickly excelled in the industry and opened what is now FCA in 1997. He holds a Series 7, 24, 51, 63 and 65 registrations, VA Insurance license and maintains high-quality service and efficiency that FCA is known for.
Kevin is also a Founder and Chief Strategy Officer for f3Logic where he is the key link between managing partners and advisors. His role is integral to f3Logic's success by translating the overall goals of the company into an actionable plan.
When Kevin is not leading the FCA team, he enjoys running and cycling. He is a member of the Richmond Road Runners and has three marathons under his belt. As a way of giving back to the community, Kevin also makes certain that FCA puts its financial strength behind several Richmond charities, such as Embrace Richmond, Hanover Habitat for Humanity and Sisters Network, Central VA Chapter. Kevin is married to his high school sweetheart, Kelly, and they have three children.
As one of the original members of FCA, Erica is a Registered Representative/Investment Advisor and COO. She is responsible for the overall operations of the business, the supervision of the client service representatives and the operations staff. As an Administrative Assistant back in 2003, she quickly worked her way up the corporate ladder, got licensed and became Chief Operations Officer and co-owner of the firm.
Originally from Maryland, She moved to Atlanta, GA after high school where her daughter, Natasha was born. Natasha is now a graduate of the Savannah College of Art and Design with a BFA in Advertising. Outside of work, she enjoys gourmet foods, fine wines and traveling with her husband
Born in Baltimore, Maryland and raised in Richmond, Virginia, Chris has been with FCA since 2006. As a Registered Representative and Investment Advisor Representative, Chris assists his clients in retirement planning, asset management, corporate retirement benefits and estate planning. He plays an integral role with FCA and is Series 7 and 66 registered, along with having obtained his VA Insurance license.
Prior to joining FCA, Chris earned his degree in business administration with an economics and sciences focus from Old Dominion University. There he embarked on his financial career to obtain the required licenses in order to become a financial advisor. Chris started his career in Virginia Beach working for American Express Financial Advisors after which he transitioned back to Richmond to settle his family roots as well as his practice.
Chris and his wife, Andrea, enjoy gardening, camping, backpacking and especially spending time with their beautiful daughters, Cora and Alice. Chris loves spending time outdoors and growing his knowledge as an advisor to better serve his clients.
In 2000, Paul began his investment services career at Legg Mason in Richmond, Virginia. Before joining FCA, Paul was a regional vice president with Jackson National, as well as a financial consultant with The Franklin Federal Savings Bank. He is FINRA Series 7, 63 and 65 licensed and is motivated to address the most pressing financial concerns of his clients.
He received his undergraduate degree from Villanova University with a major in finance and brings a passion for helping investors achieve their goals. His comprehensive approach to financial management includes a thorough planning process and a commitment to providing outstanding service and advice.
As our director of marketing and client relations, Jamie brings a wealth of retirement, client relations and marketing knowledge to the FCA team. She oversees FCA's new marketing initiatives and is responsible for developing new relationships with outside markets in our community and expanding the FCA name with a focus on niche markets as well as enterprise growth. In addition she is responsible for increasing the value of current customers, and creating marketing collateral as well as FCA's online presence. Jamie currently carries her Series 6 and 63 security licenses in the state of Virginia. Originally from Georgia, Jamie has also lived in Florida and Maryland, where she worked with implementing and managing corporate 401(k) plans.
Jamie and her husband, Adam, moved to Richmond, Virginia in 2014. When Jamie isn’t pushing the envelope at FCA, you can find her spending time with her two spunky little girls, Zoey and Livie.
Born and raised in Richmond, Virginia, Melissa has been with FCA since September 2008. She assists our current clients with any and all service requirements they may have on their accounts. In addition, Melissa assists in the training of our new employees and compliance reporting. You may hear from her as she also makes outgoing courtesy calls to existing clients on a regular basis. Prior to joining FCA, Melissa worked for such financial giants as Bank of America and Wheat First Securities.
When Melissa is not hard at work here at FCA, you can find her spending time with her husband at the BMX track watching their son Zack.
As a VCU grad, Phyllis’s career has consisted of various roles in the IT technology and financial services industry. Her experience includes business management at Hewlett-Packard CO. as well, workforce consultation and cash management with Wachovia. Phyllis has been servicing FCA clients since 2013, and plays a huge role in supporting the advisors with portfolios, preparing and processing data/paperwork related to the opening, closing and/or transferring accounts as well as assisting clients in ordering pension paperwork and 401(k) rollovers.
A beach bum outside of work, Phyllis can be found spending time with family and friends or restoring unique vintage cars (i.e. 1928 Hupmobile).
Born in Norfolk, Virginia, Nancy grew up on the water, spending her summers boating, crabbing and fishing the rivers and bays of the Chesapeake/Hampton Roads area. After working for directors of several major companies up and down the east coast, Nancy found her home with us here at FCA in 2010. When you call in to the office, you will be greeted by her kind voice, eager to direct you to the appropriate staff member depending on your needs. You will also periodically receive notifications from Nancy to schedule appointments with your advisor in order to keep you up to date on the current status of your investments.
Nancy spends much of her free time doing volunteer work and enjoys gardening and spending time with her beloved family and grandchildren.
Bio coming soon...
Jason, originally from New Jersey, attended the University of Rhode Island where he earned his bachelor’s degree in applied sociology with a concentration in business management. For over 17 years, Jason has gained experience within the financial services industry and holds a Virginia Life and Health License, Partnership for Long-Term Care, as well as Series 6, 63 and 65 Securities Licenses.
Appointed with the Virginia Beach Public School System as an authorized advisor for retirement savings plans, Jason is dedicated to helping his clients approach and understand their financial circumstances. He is passionate about designing well-balanced financial plans that can maximize opportunities and withstand the challenges that life can bring.
Jason lives in Virginia Beach, Virginia with his wife, Kristen, and their two children, Mason and Cameron. Mason is currently enrolled as a freshman at Virginia Tech School of Architecture and Urban Design, and their family enjoys rooting on the Hokies!