Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Dennis W. Greene
Senior Wealth Advisor
757-530-4076
Diane Sherman
Director of Operations
757-530-4076
Diane Sherman is a seasoned finance professional with over 20 years of experience in the financial services and technology sectors. Having previously served as Managing Director at a major bank, Diane has been and has leadership...
Nadia Shuriah
Insurance Advisor
757-530-4076
Jeannie Belgrave
Insurance Specialist
757-530-4076
Dylan McCormick, CFP®
Senior Financial Planning and Investment Assistant
757-530-4076
Dylan McCormick, graduated from Virginia Tech in 2021 with a degree in Finance, concentrating in Financial Planning. With three years of experience in the private wealth industry, Dylan now joins the Coastal Virginia Wealth Group in...
Sonia Salazar
Director of Client Relations
757-530-4076
Sonia Salazar is the Director of Client Relations at Coastal Virginia Wealth Group in Chesapeake, bringing over 18 years of experience in client service and relationship support within the financial services industry. She began her...