Lonnie is a Navy Veteran who has served the Hampton Roads area of Virginia as an investment advisor since 1986. He is transitioning to Virginia Financial Planning in preparation for retirement. Lonnie is a Registered Representative with United Planner’s Financial Services of America and serves individual and small business clients in Financial Planning, Retirement Planning, and Portfolio Management. He also works as a neutral financial professional in Collaborative Divorce and as a Divorce Financial Analyst. Lonnie earned a BA (Cum laude) in Business from Saint Leo College, a CFP certification in 2001, and a CDFA designation in 2006.
He is a founding member and Past President of Collaborative Divorce Solutions of Tidewater, a founding member and Past President of Virginia Collaborative Professionals, and founding member and lead trainer with Collaborative Practice Training Institute, and a member of IACP. Lonnie and his wife Cathy have two adult children and four grandchildren, enjoy fellowship at the New Life Church in Virginia Beach, and play Pickleball when they can.