Achieve the retirement of your

dreams

Your desire for financial success fuels our drive to help families throughout Hampton Roads, Virginia, and across the nation.

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3 Easy Steps:

  • 1

    Discover

    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2

    Evaluate

    Using the Green Light Retirement Process, we’ll examine your current financial situation and determine your retirement needs.

  • 3

    Plan

    Receive a custom strategy to help you reach your unique retirement goals.

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Attend a live workshop

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more...

March 3
Dinner Seminar
6:30 pm | The Butcher’s Son – Chesapeake
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Get to know

Our Team

Discover how we help individuals and families achieve their ideal retirements.

tim2

Timothy Fitzwilliams Chief Executive Officer

corrine2

Corrine FitzwilliamsCHIEF MARKETING OFFICER

deanna

Deanna Jones CHIEF OF OPERATIONS

Staff-Brian

Brian LindbergInvestment Advisor Representative

Brian Lindberg
Investment Adviser Representative

brian@ffinancial.net

Brian Lindberg is passionate about helping people create financial confidence for retirement. His drive to help protect clients’ lifestyles comes from his own family’s financial struggles due to health issues. As an advisor, he focuses on building retirement income and legacy planning strategies for Fitzwilliams Financial clients.

Brian entered the financial services industry in 2016, and holds his Virginia life, health and annuities license. He also has passed the Series 65 securities exam, earning the designation of Investment Adviser Representative (IAR). He is a Navy veteran, serving as Aviation Electrician 2nd Class. Brian was honored to be chosen to play on the military all-star baseball team in 2007.

An accomplished musician, Brian has played guitar for live concerts for nearly 20 years. He lives in Norfolk, VA, with his wife, Jennie, and their son, Parker.

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Staff-Emily

Emily TaylorAgent

Emily Taylor
Agent

emily@ffinancial.net

A native of Grand Rapids, MI, Emily Taylor relocated to Virginia in 2012 when she joined the U.S. Navy. She spent her naval days as an operations specialist aboard the USS Bainbridge, ensuring all surface contacts were not only on the radar but were also friendly.

Emily originally joined the Fitzwilliams Financial team in 2017 as an intern. After shadowing the CPA, she got to know all aspects of the business and discovered a passion for helping clients. She works hard to understand each client’s personal situation and find the right solutions for their unique circumstances.

Emily holds her life, health and annuities license in Virginia. She also has earned her Green Belt Six Sigma Certification as well as her bachelor’s degree. Emily lives in Norfolk, VA, with her husband, Wesley and their dog, Sully.

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robert-meadows

Robert MeadowsAgent

Robert Meadows
Agent

robert@ffinancial.net

Robert Meadows joined the financial services industry in 2018. Before that, he owned a real estate appraisal business for 12 years. He decided to switch careers to follow his dream of guiding people to and through retirement, hopefully making a positive difference in their lives along the way.

Robert holds his Virginia life insurance license and has a college degree in business. His best advice is to take action, often telling clients, “Sometimes the worst decision is not making a decision at all. Always make a plan.”

Outside of work, Robert enjoys spending time with family and friends.

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scott-bartow

Scott BartowInvestment Adviser Representative

Scott Bartow
Investment Adviser Representative

scott@ffinancial.net

Scott's professional journey started in healthcare and moved towards management and entrepreneurship. This background combined with his desire to help people, eventually led him to a career in financial planning.

Scott holds insurance licenses in multiple states and is an Investment Adviser Representative (Fiduciary), allowing him to manage stock/bond portfolios. Scott has a bachelors degree in Health Care Management and a Masters Degree in Business Administration. He is trained in Social Security Planning, Six Sigma certified and has a certificate in Financial Planning from Old Dominion University.

As an advisor, Scott focuses on risk management and uses a disciplined approach, blending his knowledge of investments with the specific needs of individuals and families. He uses his teaching experience to provide financial education for everyone with whom he works. Scott believes in transparency and disclosure, you should know where your money is, what is costs you and what the expectations are for the future.

Scot and his wife live in Hampton Roads and they have a blended family of 5 children. Scott is active in his community serving on various boards and participating in many activities. He enjoys staying active and has many hobbies, including, motorcycles, bicycling, cooking, and traveling to name a few.

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jason-lavarias

Jason LavariasInvestment Adviser Representative

Jason Lavarias
Investment Adviser Representative

jason@ffinancial.net

Helping clients make smart choices about their money. That’s the philosophy that guides Jason Lavarias as a financial advisor. He focuses on helping people discover their values, creating plans to achieve their vision of financial success, and implementing those plans for their financial futures.

Jason has worked in the financial services industry for more than 15 years. He holds his life, health and annuities license in the state of Virginia, and he has passed the Series 7, 63 and 65 exams, earning the designation of Investment Adviser Representative (IAR). Jason is a graduate of the U.S. Naval Academy, where he earned his Bachelor of Science in mechanical engineering.

Outside of work, Jason pursues a wide variety of activities. He is the Scoutmaster for a Scouts BSA Troop and a Mate for a Sea Scout Ship. He enjoys indoor skydiving, scuba diving and off-roading. He is a CrossFit Level 2 Trainer, an Ultimate Human Performance Level 1 Physio-Kinesiologist, an International Bodyflight Association Level 2 Flight Instructor and a STEM educator for iFLY VA Beach Indoor Skydiving.

Jason lives in Virginia Beach with his wife, Victoria, and their son Severin, cat Graelam, dog Maggie, and guinea pigs Han Solo and Luke Skywalker.

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Staff-Jeremy

Jeremy DomozickEstate Planning Attorney

Jeremy Domozick
Estate Planning Attorney

jdomozick@domolaw.com

Jeremy Domozick is a local attorney who has been practicing for more than a decade in Hampton Roads. He focused on estate planning following his first job after law school as in-house counsel for a small local company. The owner of the company passed away and left behind an estate in total disarray. Jeremy saw the aftermath of the owner’s lack of planning and vowed to help other business owners avoid the same circumstances.

Jeremy is a graduate of George Mason University, with a Bachelor of Art in English and government/ international politics. He also is a graduate of William & Mary School of Law and has been admitted to the Virginia State Bar.

Jeremy takes a simple and straightforward approach to providing legal services. He has found that clients appreciate his ability to take complex legal concepts and make them easy for everyone to understand. He has been featured in several local media outlets, including “The Hampton Roads Show,” “Hampton Roads Business Weekly,” “The Specialist Radio Hour,” “Don’t Lose the Money Radio,” and “The Mortgage Scoop” radio show.

Outside the office, Jeremy enjoys bowling, reading and watching his kids play softball. He lives in Virginia Beach with his wife and three children.

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wes-taylor

Wesley TaylorIntern

Wesley Taylor
Intern

As an intern, Wesley Taylor pitches in wherever help is needed in the firm. His internship allows him hands-on opportunities to learn advanced planning strategies.

Wesley recently made first class in the U.S. Navy, but finds working in financial services fascinating, especially learning about economics and the cause and effects of the economy. He’s learning a lot about the importance of helping other people create a solid financial strategy.

Wesley holds his life and health license in the state of Virginia and is currently a student at Old Dominion University. He also has an associate’s degree in general studies from American Military University.

When he’s not working, Wesley enjoys playing basketball, biking, watching sports and spending time with his wife, Emily, who also works at Fitzwilliams Financial.

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Let’s Get Started

Fill out the form below to schedule your one-on-one meeting with Fitzwilliams Financial. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

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