Paul Roa, CLU®, ChFC®

Financial Advisor

Our Team

As a team we are committed to helping you.   Whether you are concerned for your own financial needs or for your family or business.  

Our team will be glad to coordinate calendars, followup with forms, and research questions you may have. 

Because we strive to be very good at what we do, we also team with other advisors when their special skills and gifts can add to this commitment.


 

 
Beth Norton

Beth Norton

Director of Operations
Office 804-346-5466

Beth Norton had the privilege of being raised by a Northwestern Mutual financial advisor, giving her a natural love for the company. Beth earned a B.S. in Family and Consumer Sciences as well as a Masters of Art in Teaching from Liberty University. She has had careers in the medical field, financial industry, and education. Beth has spent many years teaching middle school science and math. She is a student of people and loves the educational process that happens through Northwestern Mutual. Beth loves spending time with her husband and visiting her family across the country. Her favorite place to be in the house is the kitchen, making great food and memories.

 
Katie Christine Goolsby

Katie Christine Goolsby

Director of Marketing
Office 804-346-5466

Katie Goolsby has been an asset to our team since 2016. Katie enjoys learning about others and how to help them best meet their goals. Whether it's accurately depicting someone on social media, reaching out to others to learn how the team can best help them get to where they'd like to be, or capturing the mission of a non-profit to assist in maximizing their planned giving. Katie sees marketing as an important tool - essential to helping others achieve financial stability in many realms. Katie earned her degree in Economics from the University of Virginia. Katie has a wealth of leadership experience, from managing tutoring programs, to mentoring younger students, to leading multiple Bible studies. Katie is actively involved in her church and is on the board for the Hurlburt Air Force Base Spouses' Club. Katie loves being married to her husband, Michael. They enjoy spending time with people and exploring new places with their pup, Baloo.

 
Alec J Gilliam

Alec J Gilliam

Director of Investments

Alec recently graduated with a Bachelor's Degree in Mathematics from Virginia Polytechnic Institute and State University. He was heavily involved with Virginia Tech's Relay for Life, the largest collegiate relay in the world. He raised $830 in company sponsorship and $1,033 in personal fundraising. He was a co-founder and the first President of Omega Alpha Kappa, a local Blacksburg non-profit organization that was created to be a true fraternal organization that develops its members better than the current Greek system in place at Virginia Tech. He works with a variety of clients, helping them and their families achieve financial security through risk management, wealth accumulation, and wealth preservation / distribution strategies. His goal is to develop life-long, meaningful relationships with his clients and serve all their financial needs to help them meet their personal and professional goals.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck