Our Team

David Holley began his financial service career in 1987, building on his degree in Business and Economics from Belmont Abbey College and fourteen years of experience in  journalism and advertising.  In 1994, he brought that education and experience together as he formed the financial services firm now known as Vision Financial Group.  VFG emphasizes a comprehensive approach to retirement planning and financial services.

As an Investment Advisor Representative of Lincoln Financial Securities, David specializes in investment money management and retirement wealth preservation and distribution planning.  He has earned the professional designation of Chartered Life Underwriter and has extensive education in Advanced Estate Planning, Executive Benefits and High Net Worth Clients.  Because of his experience and knowledge, David is a frequent guest speaker in seminars on life planning, elder care and asset protection, and has conducted many successful workshops in these areas.

 

Adam M. Steiner, a CERTIFIED FINANCIAL PLANNER™ practitioner, is a 1989 graduate of the University of North Carolina – Chapel Hill. Upon earning his bachelor’s degree in Arts & Sciences with a major in Radio, Television and Film, Adam built a successful 14-year career as an Emmy award-winning Producer and Director. Having the opportunity to work with so many talented professionals in this highly collaborative industry allowed Adam to hone his interpersonal skills in order to pursue an opportunity in the dynamic and rapidly growing financial services profession.

Adam entered into the Investment Profession in 2003 as a Personal Planning Specialist. While focusing on the needs and goals of families and small business owners, he has expanded his client base with integrity, knowledge and an acute ability to listen; only once a client’s priorities are clearly articulated will Adam present thoroughly-researched and specific planning recommendations and help in every step of the process from design to plan implementation.

Clients have sought Adam’s help in acquiring not only Life, Disability and Long-Term Care insurance policies, but also in developing sound strategies to plan for future financial needs such as college and retirement funding. Because regular plan reviews are critical, he routinely meets with clients to adjust plans as circumstances change.

Adam is a member of the Financial Planning Association of Hampton Roads and lives in Chesapeake with his wife Marieke and their 2 children.

Adam M. Steiner, CFP® is an Investment Advisory Representative offering securities and advisory services through Lincoln Financial Securities Corporation, member SIPC. Branch Office: 4429 Bonney Rd. Suite 440, Virginia Beach, VA 23462 757-673-8451. Vision Financial Group is not affiliated with Lincoln Financial Securities Corporation.