Virginia Beach, VA Office

Kristy De Jarnette is a financial advisor at Financial Security Advisory Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Farmers Bankshares, Inc. for 15 years. Outside of advisory services, she serves as treasurer for the Western Tidewater Free Clinic and the Windsor Athletic Association. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, emphasizing asset allocation and long-term holdings in constructing portfolios. The firm uses both quantitative screening and qualitative due diligence to select investments and offers advisory programs through third-party platforms.

Denise Setzer is a financial advisor with Financial Security Advisory Inc in Virginia Beach, VA, holding Series 65 and Series 63 licenses with seven years of industry experience. She previously worked at Midgett Preti Olanson for four years before joining her current firm. Outside of advisory services, she owns a small aromatherapy business focused on essential oils. Financial Security Advisory Inc provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, managing diversified portfolios that include mutual funds, stocks, bonds, ETFs, and select illiquid alternative investments. The firm emphasizes asset allocation and long-term holdings, using quantitative and qualitative analysis in its investment selection.

Kelly Taylor is a financial advisor at Financial Security Advisory Inc with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with Financial Security Management, Inc. from 2022 onward. In addition to her advisory role, Taylor works as an agent providing life and health insurance sales and prepares financial plans. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, managing diversified portfolios with a focus on asset allocation and long-term holdings. The firm utilizes quantitative and qualitative analyses to select investments and provides accounts that are typically managed on a limited discretionary basis.

Eugene Carracino is a CFP® professional with over 33 years of experience, currently affiliated with Financial Security Advisory Inc. He has served at Financial Security Advisory, Incorpo and Financial Security Management, Incorporated since 1997. In addition to his advisory work, he negotiates vehicle purchases for clients and referrals. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings to manage portfolios that include mutual funds, stocks, bonds, ETFs, and selected alternative investments.

John Orlando is a CFP® with 30 years of experience in the financial advisory industry. He has been with Financial Security Management, Incorporated since 1997. In addition to his advisory role, he serves as Vice President of Financial Security Group, Inc., where he is involved in life and health insurance sales and financial planning services. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses both quantitative and qualitative methods to select investments and offers advisory programs through third-party platforms, including the Charles Schwab Managed Advisory Platform.

Enrique Tomeu is a Certified Financial Planner® with 26 years of industry experience. He is affiliated with Financial Security Advisory Inc and has operated Tomeu Wealth Management since 2005. Tomeu also works as an agent for life and health insurance with Financial Security Group, Inc. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm focuses on asset allocation and employs both quantitative screening and qualitative analysis to select investments, managing portfolios that include mutual funds, stocks, bonds, ETFs, and alternative investments.

Alana Ripley is a financial advisor at Financial Security Advisory Inc. She holds a Series 65 credential and has three years of industry experience. In addition to her advisory role, she owns and operates a photography business. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and a long-term investment approach that includes mutual funds, stocks, bonds, ETFs, and selected alternative investments.

Susan Shum is a financial advisor at Financial Security Advisory Inc with 10 years of industry experience. She holds a Series 65 designation and has worked at Financial Security Management, Inc. since 2015. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, using both quantitative screening and qualitative due diligence to select investments, and manages accounts on a limited discretionary basis.

William Stewart is a financial advisor with Financial Security Advisory Inc, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has operated Stewart Financial Services, Inc. since 1997 and serves as vice president and 49% owner of an accounting firm. Stewart also holds advisory board positions at Southern Bank and Old Dominion University’s School of Accountancy. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, using quantitative and qualitative analysis to select investments and offers both discretionary and non-discretionary account management.

Rae Ann Watson is a financial advisor at Financial Security Advisory, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Financial Security Advisory, Inc. and Financial Security Management, Inc. Additionally, she is involved as an agent preparing quotes and applications for life and health insurance and providing financial planning and advisory services. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and a long-term investment approach, using quantitative and qualitative criteria to select mutual funds and other investments.

Samuel Watson is a financial advisor at Financial Security Advisory Inc with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at Financial Security Management, Inc. since 2018. Outside of his advisory role, he serves on the finance team at Christ Community Church, assisting with budgeting and financial procedures. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm focuses on asset allocation and long-term holdings, employing quantitative and qualitative analysis to select investments and manages accounts primarily on a limited discretionary basis.

Justin Bateman is a financial advisor at Financial Security Advisory, Inc. He holds Series 63 and Series 65 licenses and joined the firm in 2026. Prior to his advisory role, he worked at Apple, Inc., DoorDash, Aberdeen Barn, and Outdoor Impressions, Inc. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, using both quantitative and qualitative methods to select investments.

Tyler Neese is a CFP® professional with seven years of experience in financial advisory roles. He is currently with Financial Security Advisory Inc and has prior experience at Bank of America and Merrill Lynch. Outside of his advisory work, Neese teaches personal finance at Covenant Classical Community School and tutors students in literacy. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and a combination of quantitative and qualitative analysis in portfolio construction, managing a range of investments including mutual funds, stocks, bonds, ETFs, and alternative investments.

William Lust is a CFP® professional with eight years of industry experience, currently advising at Financial Security Advisory Inc. He has previously worked with Northwestern Mutual Wealth Management Company and held roles at several related firms. Outside of his advisory work, he is an agent for Financial Security Group, Inc., where he prepares life and health insurance quotes and financial plans. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm employs a combination of quantitative and qualitative methods to select investments and offers customized portfolio management through various platforms.

Christopher Ryan is a financial advisor at Financial Security Advisory Inc with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Financial Security Management, Incorporated and Financial Security Group since 1999. Outside of his advisory work, he serves as vice president of Ally Urgent Veterinary Care and acts as a consultant for Animal Vision Center of VA. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings through a combination of quantitative and qualitative investment selection methods.