2877 Guardian Lane
Wealth Consultant | Managing Partner
As a Coastal Virginia Wealth Group Wealth Consultant and Certified Financial PlannerTM professional, I specialize in comprehensive Retirement Planning and Investment Management...
Director of Operations
Prior to joining Waddell & Reed in 2017, Kristen worked in the field of Higher Education for 19 years. She has been a wonderful addition to the Virginia Beach Office... and is the mother of two teenage daughters. Kristen resides in...
LPL Financial Advisor
Mike Barclift is a North Carolina native, born in Ft Bragg, NC into an Air Force military family and spent much of his early years living in different locations in the US and overseas in the UK. He attended the U.S. Naval Academy in...
Paul has been in the Financial Industry for over 12 years, and with the Virginia Beach Office of Waddell & Reed since 2012. Paul and his wife Catherine reside in Virginia Beach, and they have raised three great sons! 09/18
Director of Client Services
Sonia has worked in the Virginia Beach Office of Waddell & Reed, Inc. for 10 years... She is the mother of two wonderful boys--Alex and Christian, and resides here in Virginia Beach. Sonia is "the oil" in Dan's practice, that helps...