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Staff

Paul Roa is committed to helping clients whether they are concerned for their own financial needs or those of their family or business.  Along with his assistant Beth, Paul  remains dedicated to providing the best customer service possible.

Paul Roa also teams with other financial representatives when their special skills and talents can add to this commitment.


 

Beth L Roa
Financial Representative Assistant
757-476-7710

Beth Roa has worked in a number of different roles over the years with employers in Colorado, New Hampshire and Virginia.  Her skills in organization and office systems add to her value as part of the team.  

It is a pleasure to speak with clients that have had occasion to deal with Beth.  It is always a pleasure to hear the praise and complements due to her work and care with our clients.