About Waterside Financial Group, LLC

Waterside Financial Group, LLC was established in March 2010 by Stuart Birkel and Tom Raddatz with the goal in mind of becoming an Employee/Executive Benefits & Retirement Planning Practice.  Paul Holman joined the team in early 2016. 

Combining over 50 years of experience, Waterside Financial Group, LLC uses their knowledge and expertise to design financial solutions for the individual and small & large businesses. 

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Waterside Financial Group, LLC has access to new products, enhanced product features, expanded quality service, and new technologies. Breaking new ground is part of our tradition.

 

Stuart Birkel, Waterside Financial GroupStuart Birkel, Principal of Waterside Financial Group, LLC

Stuart started his financial services career with New York Life Insurance Company in October of 1992 by following in his father's footsteps, John Birkel and becoming a Second Generation Career Agent with New York Life.  During his career with New York Life, Stuart has qualified 18 times for New York Life Council, currently President Council. He is a current (2017) Court of the Table Qualifying and Life member of MDRT*.

Stuart is the past President of the New York Life Norfolk General Office Agent Advisory Council (AAC) and is an active member in the local chapter of Norfolk Association of Insurance & Financial Advisors.  Previously, he has been the President of Norfolk Association of Insurance & Financial Advisors in 2007-2008 and was named the 2009 Agent of Year at Norfolk Association of Insurance & Financial Advisors.  He has also served as a Past President of the Lion's Club in Newport News.

Stuart lives in the city of Norfolk with his wife of 12 years, Nathalie Cassis and their two daughters, Sophie & Emilie.  Nathalie practices as an Optometrist in Newport News. When Stuart is not serving as a deacon at First Presbyterian of Norfolk, he enjoys spending his personal time with his family by traveling in the U.S., internationally and snorkeling in the Caribbean. Stuart and his family also enjoy spending time relaxing on the many area beaches.  

  

Thomas Raddatz, Waterside Financial GroupTom Raddatz, RICP, Principal of Waterside Financial Group, LLC

Tom started his financial services career with New York Life Insurance Company in January of 1994.  During his career with New York Life, Tom has qualified for council every year since 1996 and is a current (2017) Court of the Table Qualifying member of MDRT*. He is a lifetime member of the NYL Council.

Tom is the Immediate Past President of the Virginia Association of Insurance & Financial Advisors (VAIFA) and is an active member in the local chapter of Norfolk Association of Insurance & Financial Advisors. Tom is the Immediate Past President of the Norfolk General Office AAC.  Previously, he has been the President of Norfolk Association of Insurance & Financial Advisors  in 2006-2007 and the Regional Vice President to VAIFA.

Tom lives in the city of Chesapeake with his wife, Penny and their dog Riley. Tom and Penny have two daughters Caroline and Melissa.  Penny is the owner/operator of Summersett Farms, LLC an equestrian riding facility in Chesapeake, VA.  In Tom's spare time, you can find him at the range, working on classic cars, volunteering his time in the community or working on the farm.

 

Paul R. Holman, LUTCF, Financial Services Professional

Paul began his career with the New York Life Insurance Company in March 2009. During his career, he has qualified for New York Life's Executive Council six times.

Paul served as the President of the Norfolk Association of Insurance & Financial Advisors from 2014 - 2015 and was one of four finalists recognized as NAIFA-Virginia's young advisor of the year in 2016.  He has also qualified for NAIFA's Quality Award six consecutive years in life insurance and annuities category.  In 2012, he received his Fellowship with the Life Underwriter Training Council (LUTCF).

 Paul currently lives in Virginia Beach after receiving his bachelor's degree in Business Administration from Old Dominion University (2007).  He is an avid racquetball player who also enjoys swimming laps at the Bayside recreation center and running the trails in First Landing State Park.  In his down time, Paul can be found with a beach chair and a good book on Chesapeake Beach. 

*The Million Dollar Round Table, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

 

Teresa Moog, Licensed Service Assistant

Teresa joined the Waterside Financial Group in 2015 and comes to us with nine years of experience in the life insurance industry. Teresa and her husband Steve, also a former Virginia Beach Police officer, reside in Virginia Beach. They have three grown children, five grandchildren and married in 1986.  Teresa volunteers as a usher and greeter at her church and enjoys working in her garden. 

 

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