Lonnie is a native of
Southeast Texas
, a Navy Veteran, and has served as an investment advisor since 1986. He
is a principal of Financial Designs of Virginia, Inc., and a Registered
Representative with United Planners' Financial Services of America.
Lonnie serves individual and small business clients in the areas of
Comprehensive Financial Planning, Portfolio Management, Collaborative
Divorce, and Divorce Financial Analysis. He holds a Bachelor of Arts
(Cum Laude) in Business from
Saint
Leo
College
, earned the CERTIFIED FINANCIAL PLANNERTM certification in
2001, and the Certified Divorce Financial AnalystTM
designation in 2006. Lonnie is a founding member and
past President of Collaborative Divorce Solutions of Tidewater, a
founding member and past President of Virginia Collaborative
Professionals, a founding member and Lead Trainer with Collaborative
Practice Training Institute, and a member of the International
Association of Collaborative Professionals. Lonnie serves on the board
of Union Mission Ministries as a Director and past Treasurer. He and his
wife Cathy have two adult children and three grandchildren, and
enjoy fellowship as members of
New
Life
Providence
Church
in
Virginia Beach
.