Maria Ross, CRPC® is the Practice Manager for the Chesapeake office. Her role includes compiling client data for financial planning analyses, processing trades and other account transactions, preparing for client service review meetings and otherwise providing service to clients. Maria has had over 25 years in the financial industry, both in bank management and in financial planning. Previously, Maria studied Business Management at Old Dominion University. She earned her Life Insurance, Health Insurance and Variable Contract licenses as well her FINRA Series 63, 65 and 7 licenses in 1998. Her Series 63 and Series 7 licenses are held by LPL Financial and her Series 65 license is held with Integrated Wealth Concepts. A native of Portsmouth, VA she still resides there with her husband Bryan, a retired Horticulturist/Landscape Designer, and their son Justin. Maria enjoys reading, cooking, and traveling.