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WHO WE ARE

 

We provide financial clarity while building trusted relationships, so our clients can make informed decisions and pursue what matters most.

A goal without a plan is just a wish

What We Do

We help uncover solutions by listening and gaining understanding on what you truly want to accomplish, then take those dreams, establish written goals, and put a plan in motion, measuring the progress along the way.

How We Do It

Your financial well-being requires time, the right choices and ongoing management. JJSA will help you clarify and understand where you are and where you want to be.

Stones arranged in shape of a heart

Why We are Different

JJSA embodies a team of professionals who are passionate and committed in helping clients crystallize their goals and create a plan to help achieve them.

Doreen Roadman, CFP®

Principal
Doreen Roadman, CFP®, is the principal and owner of JJSA Advisors, Ltd., a firm she has successfully led since 2004. With 45 years of dedicated...

Kelly J Krause, CFP®

Investment Advisor Representative
Kelly is a Certified Financial Planner professional and works closely with Doreen in creating financial plans for our clients, and also serves as the...

Dylan Quitoni, FPQP®

Financial Paraplanner Qualified Professional
Originally from South Florida, Dylan now calls Virginia Beach home. Since joining JJSA in 2021, he has taken a personable, curious, and relationship...
Angel Pearson - February 2022V2

Angelica Pearson

Registered Assistant
Angel was born in Bloomfield, New Jersey and raised in Virginia Beach. Angel earned an Associate’s Degree in Business Management from Centura College...

Jenn Penn

Office Manager
Jenn was born in Belleville, NJ, and raised right here in Virginia Beach. She is an accomplished professional with a diverse background in non-profit...

Carrington Smith

Receptionist
Carrington is a Virginia native and was raised in Virginia Beach. She built an early foundation in business management, marketing, and...

Latest Blog Posts

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SEI - Quarterly economic outlook: Change is the only constant.

Doreen Roadman |
By: Art Patten, CFA, Client Portfolio Strategist Read the full commentary here. Sometimes, it seems, the only constant in this world is change. It would certainly be understandable for investors to feel that way at the midpoint of 2026. The halting progress toward a diplomatic resolution between Iran and the U.S. (which would allow shipping traffic through the Strait of Hormuz to fully recover) has occupied front-page headlines, as have the eye-watering levels of corporate...
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SEI - Quarterly economic outlook: A shocking decade

Doreen Roadman |
By: Art Patten, CFA, Client Portfolio Strategist Read the full commentary here. Financial markets: Complacent or composed? Given that outlook, it’s reasonable to ask why financial markets have nevertheless held up reasonably well. In the first weeks of the conflict, some observers asserted that markets were being too complacent with the dizzying array of risks posed to the global economy by Iran’s effective closure of the Strait of Hormuz. We would push back on that...