Welcome to Tull Financial Group, Inc.
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Robert W. Tull, Jr., CFP®
CEO, President
Robert W. Tull, Jr. is founder and president of Tull Financial Group, Inc., in Chesapeake, Virginia. With more than 20 years of financial planning experience in the Hampton Roads community, he is recognized as a specialist in the area of retirement and estate planning. He also provides highly individualized personal and business advisory services.
Robin, as most know him, entered the financial planning profession after receiving an MBA with a concentration in finance from The University of Houston. He publishes a newsletter, The Quarterly Report, which provides timely insights into the investment climate and addresses practical planning topics for financial success.
While well-known locally as knowledgeable in financial matters, he is also recognized nationally, as a former "Ask the Expert" on Quicken.com's Retirement web site. Robin has also contributed to The New York Times, USA Today, The Wall Street Journal, Reader's Digest, CNNfn, SmartMoney Interactive, and Financial Planning magazine. In July of 2007, for the third year in a row, he earned a coveted spot in Wealth Manager Magazine's ranking of America’s top wealth managers.
He has been a Certified Financial Planner™ practitioner for 22 years, having served on the national board of directors for the Institute of Certified Financial Planners (ICFP) in Denver, Colorado (1996-1998) and past President of the local Hampton Roads chapter.
Robin is extremely active in his community. He has been a Rotarian for more than 15 years, serving in various capacities including being honored as Past President of the Rotary Club of Chesapeake, Virginia (2001-2002). He is a member of the Chesapeake Regional Health Foundation Board of Directors and Executive Committee, having served as finance chair and currently as Chairman of the Annual Gala. He is also an active member of Greenbrier Church on Volvo Parkway in Chesapeake. Robin and his wife, Cathy, have four children -- Andrew, Courtnay, Philip, and Victoria.
Robert W. Tull, Jr., CFP® also has a member profile from FPA.
Visit the TFG Press Box to see articles featuring Robert W. Tull, Jr.
Kirstin L. Hark
Associate Advisor
Kirstin just celebrated her 10th anniversary with TFG this June, and we can't express enough how glad we are to have her! Currently an Associate Advisor with Tull Financial Group, she oversees much of the investment policies of the firm, working directly through portfolio rebalancing and reporting, account research and maintenance, and various tax reporting needs. She also works with Mr. Tull as a "Para-planner," assisting with the development of client retirement and lifestyle planning.
In addition, Kirstin serves as the Compliance Officer reviewing and evaluating compliance issues/concerns within the organization. In this capacity, she ensures the management and staff are in compliance with the rules and regulations of regulatory agencies, that company policies and procedures are being followed, and that behavior in the organization meets the company’s Standards of Conduct.
Kirstin received her Bachelor's Degree in Business Administration from East Texas Baptist University in 1995, and completed her MBA at Regent University in 1999. She is a licensed registered Investment Advisor and is working towards the completion of her studies to become a CERTIFIED FINANCIAL PLANNER™ certificant. In her spare time she enjoys playing piano, visiting friends, and reading. She also pursues other subjects of personal interest, including church involvement and local arts. She is a resident of Virginia Beach.
Terry L. Crawford
Office Manager and Executive Assistant
Continuing the international tradition in our office, Terry joined the Tull Financial Group team in September 2004 and originally hails from Calgary, Alberta, Canada. Terry brings with her 17+ years of experience within the executive support role and has worked with one of the largest Fortune 500 companies in the world prior to making Virginia Beach her home. Aside from being the first “fresh face” to greet our clients in-the-door and on the phones, Terry’s many other contributions to the business include general administration, office logistics, and client services.
Terry and her husband, Kevin, are the proud parents of two talented children – Austin, who resides in Ohio with his wife and two children, and April, who is finishing her senior year of high school here in Virginia Beach. In her spare time, Terry enjoys a good novel, long walks on the beach, and spending time with her grandchildren.
Mikki A. Black
Director of Special Projects
Mikki is skilled in many areas, and that is exactly where she spends the majority of her time … many areas. She designs, plans and coordinates client events and client communications. This, of course, includes the web page you are now accessing. Mikki provides much of the valuable information which is found in Tull Financial Group’s quarterly newsletter, The Quarterly Report, and its regular e-newsletter offering, MoneyTips from TullFinancial.com. She also serves as company bookkeeper and personal assistant to Mr. Tull.
Mikki is also a freelance news reporter for the Chesapeake and Virginia Beach city television stations. She received her Bachelor's Degree in Communications from Regent University, and resides in Chesapeake with her husband, Jay.
Courtnay S. Tull
Summer Intern
Courtnay graduated as Salutatorian from Atlantic Shores Christian School this June, but before she continues her academic adventures this fall at Oral Roberts University, she has taken on the role of our Summer Intern here at TFG. In addition to administrative duties such as filing and scanning, Courtnay provides much needed support in the janitorial areas. And we greatly appreciate her!
Courtnay is also working this summer as a camp counselor with ASCS, as well as enjoying time at the beach and catching the latest summer blockbusters. But don't be fooled...this young lady definitely deserves some down-time before launching into her college career. To learn more about the industrious life of Courtnay Tull, click here.
current page: http://www.tullfinancial.com/about/staff.asp