Doreen Roadman is president and principal owner of JJSA Advisors where she oversees operations and staff activities of the firm. She is a Certified Financial Planner® as well as Registered Representative/Principal, with securities offered through United Planners Financial Services, broker/dealer.
This is my story...
I began my career in 1979 with a part time job making follow up phone calls to individuals invited to attend financial planning seminars. This was a time when the public began to recognize that a comprehensive financial plan helped achieve financial independence more than buying a portfolio of stocks. I knew almost immediately that I had found my niche. Soon after I was offered and accepted a full time administrative position which immediately redirected my energy and education to this fascinating field.
A move to Virginia Beach a couple years later landed me a Financial Planning assistant position with JJSA Advisors. A year later I teamed with another independent financial planner with whom I spent the next 8 years pursuing educational opportunities for growth, developing a keen sense of the business and building strong relationships with the clients. In 1990 a phone call changed my life. The principal officer was moving out of the area, and I was asked to consider returning to JJSA Advisors as Director of Operations and "caretaker" over the firm’s client family. I accepted and over the course of the ensuing 18 months, I diligently studied and acquired my General Securities Representative license series 7, life and health insurance licenses as well as General Securities Principal license series 24. I remained true to the firm’s core philosophies throughout, with a strong emphasis on client service. I took a leap of faith in 2004 and purchased the business. That was a proud moment, having climbed the ladder in a profession that was male dominated. At that juncture, I began my coursework for the Certified Financial Planner certification and was conferred by the CFP Board of Standards to use the designation in 2006.
I attribute my passion and desire to help others from my own personal experiences, having provided care to loved ones alongside my husband, including raising an adoptive son with emotional trauma, and spanning a decade or more serving as primary care giver to family elders with dementia, Alzheimer's and terminal illness.
I'm committed to living a balanced life which includes spending quality time with my husband and family members, as well as nurturing close friendships. I love being active, exercising, and having fun in the sun somewhere on a beach. I volunteer in my church in various capacities, including youth education ministry and serving as Financial Chairperson for many years.
I was a member of the American Business Women's Association for 25 years and continue to meet in a smaller, localized capacity. I have co-chaired consecutive years as a team captain for the American Cancer Society's Relay for Life, and served as a Junior Achievement leader over the years.
I count my blessings every day and am grateful to God for the opportunities I have been given and also for the strong team of dedicated individuals that help make JJSA Advisors a great environment to work in.
Kelly is a Certified Financial Planner professional and works closely with Doreen in creating financial plans for our clients, and also serves as the Operations Manager for the office. She began her career in the financial industry in Columbus, OH and joined JJSA Advisors in 2015.
Kelly received her Bachelor's degree from California University of Pennsylvania in Business Administration and Management in 1996. She currently holds Series 7, Series 63 and Series 65 registrations.
Kelly spends her personal time with her husband Keith, step-daughter, Hailey and son, Ben. She enjoys the beach, running in local races and watching North Carolina basketball.
Angel was born in Bloomfield, New Jersey and raised in Virginia Beach. Angel earned an Associate’s Degree in Business Management from Centura College in 2011. Later that year she entered the financial industry and found her passion for helping others. She became a part of the JJSA Advisors family in 2016 and currently holds her Series 6 and Series 63 securities registrations. Outside of the office she enjoys shopping, relaxing by the pool or the fire pit, and spending time with her daughter, Jazelle and family.
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 Service Representative. She has a background in administration, project management, and staffing. She is currently studying for her Associates degree in Business Management with a focus in Human Resources. In her personal time, she enjoys working on her personal goals, going to the beach and playing with her puppy Beau.
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 expertise to the business by immersing himself in the financial world. He has a foundation in restaurant development and management and is currently studying to become a registered representative as well as a certified paraplanner to aid the team. His patience, logistical support, and diligent commitment enables him to undertake any task that may be thrown at him. While not at work, he spends the majority of his time on the local links, playing eighteen holes, or extending his knowledge in the industry, which he is passionate about.
Grace is originally from Northern Virginia and moved down to Virginia Beach in 2019 after graduating from the University of Mary Washington. She received her Bachelor's degree in Business with a focus in Marketing. Grace has a background in administrative assistance and paralegal work and she prides herself on her ability to make people feel heard and understood. She looks forward to learning more about the financial planning business as she has always been interested in personal finance.
In her free time, Grace enjoys spending time with her wife, Hannah, going on walks with her two dogs, and visiting local breweries.