Experience

Eric started his professional career after high school working as an illustrator for public television before being drafted into the United States Army in 1966. Eric served two tours in Vietnam and completed his service in 1972 at the rank of Captain. Before completing active duty, Eric graduated from Hampton University on the G.I Bill. After starting with Merrill Lynch, Eric joined Kidder, Peabody, & Co., now UBS Financial, in 1975 leading to a career in the financial services industry spanning 45 years in Hampton Roads.

As an active member of the community for many decades, Eric has served as chairman of the Norfolk Chamber of Commerce, Investment Committee of the United Way Foundation of South Hampton Roads, Urban League of Hampton Roads, and the Old Dominion University Research Foundation. Eric resides in Virginia Beach and continues to serve many community foundations in a volunteer role.

Joel started in the financial services industry in 1984 before joining Paine Webber, now UBS, in 2000. Prior to entering the business, Joel received his BA in Economics from the University of Georgia.

A native of Danville, Joel currently resides in Virginia Beach with his wife, Carol, and two rescue dogs, Maddy and Earl, both of whom they adopted through Hope for Life Rescue in Virginia Beach. In the community, Joel currently serves on the board of Virginia Beach Vision and Temple Emanuel. In his free time, Joel enjoys yoga, playing golf, and reading some of his favorite authors such as Lee Child and Louise Penny. Joel and his wife Carol have three grown children and two grandchildren. 

After graduating from the United States Military Academy in 1985, Jim served as an officer in the United States Army based at Fort Eustis, Virginia.  After completing his service in 1990, Jim was eager to stay in the Hampton Roads community and joined Kidder, Peabody, and Co., now UBS Financial, leading to a career in the financial services industry spanning over 30 years.

Jim is an active member and past President of The Rotary Club of Norfolk. Jim and his wife, Clare, reside in Suffolk.

Tracy began her career in the Financial Services industry with Wheat First Securities in 1989.  She remained with Wheat First until joining UBS in 2007.  Tracy’s primary focuses are in the development and implementation of individual, corporate, and non-profit retirement plans. In addition, Tracy and her team provide comprehensive financial planning strategies, portfolio management, lending, and insurance services.

Tracy received her BA in Business Management from Virginia Wesleyan College in Norfolk, Virginia.  Tracy is extremely active in her local community, supporting many charitable organizations throughout. She has been a member of the School Planning Council in Virginia Beach as well as President and board member of the Parent/Teacher/Student Association. 

Tracy is a true Hampton Roads native, residing in Virginia Beach with her husband of 30 years, James, and their two dogs.   

Neal joined the Atlantic Wealth Consultants as a Financial Advisor in 2012. Prior to joining UBS, Neal graduated from Old Dominion University in 2001 and then served in the United States Navy as a Navy SEAL until he completed his service in 2012. During his time in the Navy, Neal earned his MBA from Webster University.

Neal was a 2016 honoree of the Inside Business’s 40 under 40 in Hampton Roads, in addition he is the current Treasurer for the Club Brittany Swim Club and is a former board member of the Cape Henry Rotary Club.  Neal is a Hampton Roads native and resides in Virginia Beach with his wife, Laura, and their three children.

Courtney joined Atlantic Wealth Consultants in 2021 as a Financial Advisor. Courtney’s career began in 2003 with Capital Group before serving as Director of Planning for Mass Mutual in Hampton Roads for a number of years. Courtney’s dedication and passion for planning led her to join the Norfolk branch of UBS in 2017 to serve as a financial planner covering the state of Virginia.

Courtney is a graduate of Old Dominion University and is an active volunteer with the Norfolk art scene. While financial planning is her passion during the day, you may see Courtney performing in sketch comedies and other theater productions around Norfolk, where she resides with her children.

Ben joined the Atlantic Wealth Consultants in March of 2020 as a Financial Advisor. Prior to coming to Norfolk, Ben worked with UBS in Charlotte since 2016. 

Ben is a graduate of the Virginia Military Institute where he earned his B.A. in Economics & Business. Ben serves as the President of Habitat for Humanity of South Hampton Roads in addition to previously serving as an assistant coach for the Cape Henry Collegiate lacrosse team. Ben resides in Virginia Beach with his wife and son. 

Lisa joined Atlantic Wealth Consultants in 2015 after working in another area of UBS for the previous 7 years. 

Lisa grew up on Long Island, NY and currently lives with her husband Doug in South Mills, NC.  She has 3 children and 2 grandchildren.  Lisa loves to garden and is an active member of Towne South Church of Christ and its youth group.  

Katelin supports the team by providing assistance with operational and administrative items.  She also assists in security research and portfolio allocations.  She has a passion for helping clients, and seeing them achieve their financial goals.

Katelin started in the industry and earned her Series 7 and 66 securities licenses in 2008, and began working at UBS Financial Services in 2010.  She graduated from Duquesne University in 2007 with a B.S.B.A. in finance and investment management, and from Point Park University in 2009 with a M.B.A. specializing in international business.

Originally from Pittsburgh, PA, Katelin is a big fan of the Pittsburgh Steelers.  She lives in Virginia Beach with her husband and their two children.