Inquire with us today and see how we can help you.

WHO ARE WE?

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®

Principal
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...

Dylan Quitoni, FPQP®

Financial Paraplanner Qualified Professional
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...

Annie Ashbaugh

Administrative Assistant
Annie has lived in Virginia for all of her life except the three years she lived in Valparaiso, Indiana. She has spent a majority of her working...

Jenn Penn

Receptionist
Jenn was born in Belleville, NJ, and raised right here in Virginia Beach. She is an accomplished professional with a diverse background in non-profit...

Latest Blog Posts

It is no great revelation that technology is a part of our everyday lives and is continually changing. It has become a part of doing business from using an app to pay at the grocery store to communicating with family, friends and colleagues through text, email, and a message portal. Technology also plays a vital role in the way that investments are made and evaluated as well as how financial planning is done. Gone are...
JJSA Advisors |
On December 29th, 2022, the Secure 2.0 Act was signed into law. The basis of this new law is to provide changes to the retirement system and hopefully strengthen many Americans’ financial readiness for retirement. Employees will find many opportunities and advantages with this new law in place. Some key takeaways from the Secure 2.0 Act include: The age to start taking RMDs (Required Minimum Distribution) increased to age 73 in 2023 and to 75...