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JJSA Advisors provides exceptional financial planning services and builds lasting client relationships by offering solutions, ongoing support and instilling confidence along the journey.

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.

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®

Doreen Roadman is president and principal owner of JJSA Advisors where she oversees operations and staff activities of the firm. She is a Certified...

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...

Angelica Pearson

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

Sydney Lomax

Front Desk Receptionist/Client Service Representative
Sydney is originally from Chicago, IL and moved to Virginia in 2015. We welcomed her to our firm in August 2021 as our Front Desk Receptionist/Client...

Dylan Quitoni

Dylan is a south Florida native who relocated to Virginia Beach in November of 2021 to work at JJSA Advisors. He applied his customer service...

Grace Sterling

Adminstrative Assistant
Grace is originally from Northern Virginia and moved down to Virginia Beach in 2019 after graduating from the University of Mary Washington. She...

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Latest Blog Posts

JJSA Advisors |
In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs, all from the comforts of your pyjamas. Gone are the notions of banking hours, and the never ending lineups when you want to deposit your paycheck. However, if you’re anything like my parents, some of the newer online banking options seem a little too good to...
Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security. Within the last couple of decades, the first leg of the stool has all but disappeared as many defined benefit plans have been replaced with defined contribution plans such as a 401(k) plan. This has shifted the responsibility for creating a retirement...
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter. What’s a beneficiary actually mean? A beneficiary can be anyone—a person or a nonprofit organization like your church or the local homeless shelter—who you...