TEAM

For four decades, Steve has helped individuals and families create customized investment strategies by focusing on each client’s specific needs. In his extensive experience in the industry, Steve has guided clients through an array of market conditions. Consequently, prudent risk management has emerged as one of his top concerns while positioning his clients’ investment portfolios.

Steve began his career as an investment adviser with Wheat First Securities, a Wells Fargo Advisors predecessor firm, in 1980. After many years with WFA predecessor firms, Steve started Virginia Wealth Management Group in 2006, which partnered with WFA for 15 years. Today, after Virginia Wealth Management Group’s transition to an independent Registered Investment Adviser in 2021, Steve and his team offer clients a truly boutique investment advisory practice with the same access to the vast resources of any of the world’s premier financial companies. He brings 40 years of experience to the practice – This experience is priceless as the team helps clients navigate complex and challenging financial markets.

Away from the office, Steve is an avid golfer and enjoys traveling, including annual trips to Scotland during the summer months. A native of Ohio, he moved to Virginia Beach after attending Kent State University on a golf scholarship, where he earned his bachelor’s degree in Business Administration and Marketing. Steve and his wife, Jane, have one daughter, Alex, who is an Occupational Therapist in Virginia Beach. Their son, Scott, is the President of Virginia Wealth Management Group. When not on the golf course, Steve enjoys spending time with his family, especially his grandson, James, and his favorite child, McKenzie (his English Labrador).

Roxanne joined Virginia Wealth Management Group as the Senior Operations Manager in 2017. Prior to joining the team, she spent 10 years managing ultra-high net worth relationships with U.S. Trust out of the Norfolk, VA office. She worked with a dedicated team to help families navigate the complex world of wealth management. Roxanne is a graduate of Old Dominion University, where she earned a Bachelor of Science in Occupational and Technical Studies with a minor in Marketing. Additionally, she has completed studies at Old Dominion University’s Executive Development Center to earn her Executive Certificate in Financial Planning.

Roxanne’s role on the team includes oversight of operational risk management and procedures, asset movement, and client services to help improve daily operations. Her strong organizational and time management capabilities, as well as her superior communication skills, have make her an invaluable member of our team. Roxanne is full of energy, and she quickly befriends clients and back-office associates alike.

Roxanne and her husband, Joe, have three very active sons. Avery, 18, is an avid soccer player at both the high school and club level. Cooper, 14, aspires to serve our military and play professional football one day. Oliver, 10, also enjoys soccer and helping anyone in need. When not driving from one soccer field to another, Roxanne enjoys time at home with her family and two rescue dogs, Linus and Sally.

Wade joined Virginia Wealth Management Group as a full-time associate in January 2022. He is a graduate of James Madison University, where he earned a Bachelor of Science with a major in Economics, as well as minors in Statistics and History. After joining the VWMG team, Wade chose to continue his education at Old Dominion University’s Executive Development Center, pursuing the designation of Certified Financial Planner™.

Wade’s role is to assist Scott and Steve with overall tasks to better serve clients. His duties include assisting the team with client presentations, performance reporting, trading, analysis, and portfolio management. His goal is to help grow the family of clients that Steve, Scott, and Roxanne have cultivated.

A Virginia Beach native, Wade enjoys the many benefits of living near the ocean, and in his free time you will find him fishing or taking part in any number of water sports. He’s also a self-proclaimed “foodie” who loves to cook, but more importantly eat! In addition to economics and finance, Wade has a passion for history and you’ll often find him reading books or listening to podcasts on the subject. He enjoys his family time and feels blessed that all of his immediate family lives here in Virginia Beach.