Our Team


John Gillis Jr., CRPC®
LPL Financial Advisor

757.842.6252 Ext. 104

   For over 25 years, I have helped clients pursue their financial goals here in Hampton Roads, Virginia. I love coming to work! It is greatly rewarding to me to share my knowledge and experience from my years of financial practice to help make simple and fun that which is financially confusing and complex. Through an ongoing process, I enjoy helping clients define goals, discuss multiple possibilities, create customized strategies, and help make wise and confident decisions about their financial future.  

   I have resided in Virginia Beach with my wife, Mendy for over 30 years. We have two children, Lillian, an accountant, and my son, John C Gillis III, APMA®, CRPC®, WMSSM, who is a Financial Advisor within my practice. Mendy and I are very involved within our church, Liberty Live Greenbrier, and are regular volunteers and supporters of several ministries and military causes dear to us. I am an alumnus of Clemson University, Go Tigers!, and I love college sports, the beach, hiking in the many Virginia mountain ranges, biking, and love flying with my son!

John Gillis III, APMA®, CRPC®, WMSSM
LPL Financial Advisor

757.842.6252 Ext. 101

   As a Financial Advisor, I strive to give appropriate financial strategies to every client I work with by striving to make complex and confusing financial concepts simple and easy to understand. Whether it is Investment Planning, Wealth Management, Insurance, or our flagship Financial Planning service, my passion is delivering a tailored and enjoyable experience to all walks of life. No matter where you are in life, whether you are just starting to save, running a business, or trying to maximize retirement, I'm here to help in any capacity I can!

   I'm a graduate of Embry-Riddle Aeronautical University in Daytona Beach, FL and hold an Accredited Portfolio Management Advisor™, Certified Retirement Planning Counselor™, Wealth Management SpecialistSM, and hold a Life, Health, and Annuities Insurance license. I also hold a private pilot license and love to fly with family and friends in my spare time!

   I'm currently engaged to my lovely fiancé Ariel and am a proud dog daddy to her Great Pyrenees named Bear. On the weekends you can catch me at a few of my favorite coffeeshops in Norfolk, at one of the many beaches in the area, or flying to a fun destination!

“Flying requires meticulous planning, attention to detail, and the ability to change with the environment. Your financial plan deserves the same.”

Tracey Gillespie
Client Relationship Manager

757.842.6252 Ext. 106

   As Client Relationship Manager, Tracey helps with all aspects of client service and general office workflow. She enjoys helping clients with the detailed tasks necessary to pursue their goals.

   Tracey is an experienced client service professional having previously worked in wealth management and property & casualty insurance. She attended Old Dominion University where she received her bachelor's degree in Business Administration - Finance.

   Tracey resides in Chesapeake with her husband, Randall, and their dog, Copper. As often as she can, she enjoys traveling to Texas and Florida to visit her 2 daughters. When not working or spending time with family, she enjoys puzzle games, movies, camping, and hiking.