OCEANSIDE FINANCIAL STRATEGIES - Key Persons
Don has been a Financial Planner for over 30 years. He was a Founding Partner at Planning Solutions Group which was a 35-person firm.
Planning Solutions Group merged with Wealth Enhancement Group. Don joined Oceanside Financial Strategies in August of 2021. His practice focuses on business owner planning relating to succession and third-party sales. He also assists professionals in the areas of wealth management, qualified plan/IRA analysis, and estate planning. He is a CERTIFIED FINANCIAL PLANNER TM practitioner (CFP®) and upholds the Fiduciary Code of Ethics.
Don has taught finance courses at Christopher Newport University (CNU), Regent University, and Montgomery College. He currently provides financial education through the Virginia Beach Public School Adult Learning Center on retirement planning. He has previously spoken at physician seminars at John Hopkins University, stock option seminars at George Mason University, and estate planning seminars at University of Richmond.
Don has addressed many trade associations. At the National Association of Automotive Dealers (NADA), he was a seven year guest instructor at the Dealer Academy on Dealership Succession Planning. He is a graduate of Elizabethtown College, is married with two grown children and lives in Virginia Beach.
Job Titles:
- Financial Planner
- Insurance
Job Titles:
- Client Services Specialist
Melissa resides in Norfolk, with her husband, Caesar. She has worked in the financial services field, since 2005. Her main focus has been centered around, client and account services. Melissa currently holds a Life, Health & Annuities license. In her free time, she enjoys spending time with family and friends, cooking delicious meals, reading and most of all going to the beach.
Parker grew up in Virginia Beach and attended Cape Henry Collegiate School and Christopher Newport University. He completed a finance degree as well as lead the development team of the Captains' Educational Enrichment Fund. After graduating, he spent several years working for various closely held businesses in Nicaragua, Aspen, and Australia.
Parker works with many business owners in the realm of succession planning. He assists with active and inactive family in the business, transitions to partners or key employees, and third-party transactions. Additionally, he concentrates on customized fringe benefit planning, golden handcuff programs, and creative tax strategies. For personal planning, his approach is comprehensive. Areas of focus include wealth management, asset protection, wealth transfer, charitable planning, and financial independence. Coordination with his client's existing advisors results in the best planning.
Parker grew up in the Virginia Beach area and graduated from Cape Henry Collegiate School. He went onto Christopher Newport University where he completed a finance degree. He was the Development Officer for the Captains'...
Robert graduated from the University of Baltimore in 2002 with a B.S in Finance. He entered the financial services industry working with highly affluent clients while providing them a coordinated approach to their planning needs. As a partner of Oceanside Financial Strategies, Rob now provides portfolio design, asset selection, portfolio managing and monitoring. Robert is also a senior partner of a highly developed tax-sheltered annuity practice that manages non-profit pension plans for several schools, such as Old Dominion University, Tidewater Community College, and Norfolk Public Schools.
Robert's gift is his ability to provide quality communication and service to his clients. He believes that working alongside his clients' other advisors provides a unique advantage and allows his client to achieve their goals in more cost-effective manner.
Robert graduated from University of Baltimore in 2002 and he entered the financial services and asset management business in 2002. His clients include high net worth business owners and executives, physicians, high net worth families,...
Stacey Sexton, paraplanner, provides assistance to the team in the process of building and analyzing financial plans for clients.
Stacey graduated from George Mason University and after spending 10 years in higher education finance, she returned to Virginia Beach and joined her father's team. In her free time, you can most likely find her at the beach, doting on her nephews and nieces, or enjoying live music.