MEET THE TEAM

Fitzwilliams Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Meet the professionals who can help you pursue your goals

We help individuals and families pursue their ideal retirements.

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Timothy Fitzwilliams

Founder and CEO

Timothy Fitzwilliams’ passion for helping others stems from his own family’s experience. During his early years, he watched his father struggle with medical issues and insufficient insurance coverage from his military retirement, causing financial strain for the family. The circumstances gave him firsthand knowledge of the importance of good financial planning and inspired him to help others create financial confidence through strategic asset protection.

Timothy has more than a decade of experience in the financial services industry and is a Million Dollar Round Table (MDRT) member. A sought-after speaker, Timothy frequently presents informational seminars on tax-free retirement income and Social Security strategies. He is a frequent contributor to a variety of media outlets, including Fortune, CNN Money, Fox News, ABC, CNN, CNBC and the Virginian-Pilot.

Timothy holds his life, health and annuities licenses in 10 states, including Virginia, North Carolina and Maryland. A graduate of George Mason University, Tim was invited to study at the University of Oxford and the University of Cambridge before graduating magna cum laude with a Bachelor of Science in economics.

Family means everything to Timothy. He and his wife, Corrine, live with their two sons, Timmy and Luke, and Corrine’s mother in Chesapeake, Virginia. Timothy’s mother is also close by in her detached “in-law quarters.” An Eagle Scout, Timothy enjoys spending time leading Cub Scouts, volunteering at his church and participating in taekwondo.

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Corrine Fitzwilliams

Marketing Director

Corrine Fitzwilliams has been Timothy’s business partner since 2008. As marketing director, Corrine covers a variety of roles, making sure clients receive exceptional service in every interaction with the firm. Her personal mission is to help people plan for retirement in a safe, smart way.

Corrine served in the U.S. Navy for eight years, first as an intelligence specialist before becoming an air traffic controller. One of her strongest memories from her years in the Navy was working the control room on 9/11. Corrine’s years in service trained her to pay attention to details and manage stressful situations.

Corrine holds her life, health and annuities license in Virginia. She earned her bachelor’s degree in human services and applies the knowledge she gained from that degree in every client interaction.

Outside of work, Corrine serves on the board for Carpenters House International, the church she attends with her husband, Timothy, and their children, Timmy and Luke. She holds a blue belt in taekwondo and enjoys volunteering at church, reading and completing logic-based puzzles. Corrine lives by two major principles: “Always take care of family” and “God is good.”

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Dan Roebuck

Chief Operations Officer

Dan Roebuck’s primary role at Fitzwilliams Financial is to help grow the business while keeping all processes running smoothly. Dan is passionate about helping others and fully believes in the firm’s ability to provide people with trusted and necessary guidance for retirement.

Dan grew up working for Tim Fitzwilliams’ mother, learning how to take ownership and operate a business starting at age 16. He and Tim have been friends ever since, helping each other along the years.

Following a passion for cars, Dan graduated from automotive school and began a long career with car dealership operations. He excelled in expanding marketing initiatives, streamlining processes and ultimately helping businesses and employees grow in their endeavors. Today, he uses all of that experience to better serve Fitzwilliams Financial and its clients.

Dan is married and has two young children. He lives in Chesapeake, Virginia, and is a huge fan of video games, football and sports cars.

FINANCIAL ADVISERS

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Brian Lindberg

Investment Adviser Representative

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Scott Bartow

Investment Adviser Representative

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Jason Lavarias

Investment Adviser Representative

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Ronald A. Wright, CFA

Chartered Financial Analyst®

RELATIONSHIP MANAGEMENT

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Ron Searles, MBA

Relationship Manager

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Frank John

Relationship Manager

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Michael Novosel

Relationship Manager

ESTATE PLANNING

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Jeremy Domozick

Estate Planning Attorney

OFFICE ADMINISTRATION & MEDICARE

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Cherolyn Cooper

New Busines Coordinator

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Charlotte Wertman

Director of Communications

Director of Medicare

Steve Miller

ADDITIONAL STAFF

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Shah Azarian, MBA

Compliance

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Sal Velazquez

Advanced Case Design

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Vicky Tajeb

Wealth Operations

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Kelly Fletcher

Insurance Operations

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Mike Nimmo, CFP

Wealth Operations

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Omar Velazquez

Case Analysis & Research

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Jessica Vargas

Case Analysis & Research

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Amaka Mba

Events Coordinator

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Celeste Aguilar

Events Coordinator

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INSTANT DOWNLOAD
Do You Have the Green Light to Retire?
How to Take Control of Your Finances for Your Future

You need a plan to help address questions like:

  • How will you generate income?

  • What can you do to mitigate future tax bills?

  • How can you keep the standard of living you want in retirement?

Author Tim Fitzwilliams brings his industry experience to bear on what it takes to give yourself the permission to retire, to “green light” your own future.