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Financial Management Consultant​

Lif​e Insurance Professional

The Financial Exchange, based in Hampton, VA, is a financial management consulting company that believes in providing our customers with a unique, up-close and personal service experience. 

We always strive for complete satisfaction while offering something of value at a price that customers can afford. Our company is not a “big box” financial company. Although we provide many of the same financial services, you are more than a number to us, you are our friend.

Our Difference

The Financial Exchange always pays attention to the details of our work to make sure all of your dollars are taken into account. We offer quality work in every financial project we work on with clients.

Why Choose Us?

  • 37 Years of Experience
  • Attention to Detail
  • Dedication to Customer Satisfaction
  • Personalized Service

  • IRS Registered Tax Preparer
  • I am a licensed Life Insurance agent in Virginia, Maryland, North Carolina, Pennsylvania, Alabama, Georgia, and Florida. 


Member of National Association of Tax Preparers (NATP)

Registered Tax Return Preparer (RTRP)

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