Improving lives through sound financial planning.

Meet the Team that will help You accomplish more

Robert W. Tull, Jr., CFP®

President, CEO, CCO

Amy Pucci, RFC®
Certified Senior Advisor (CSA)®

Registered Financial Consultant, Certified Senior Advisor, Director of Client Services & Engagement

Philip Tull

Wealth Advisor

Ellen Anderson, APMA®

Director of Investment Operations

Ashley Albertson, FPQP®

Client Services Associate

Drew Overton, CFP®

Wealth Advisor

Robert W. Tull, Jr., CFP®

President, CEO, CCO

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Robert W. Tull, Jr. is founder, president, and CEO of Tull Financial Group, Inc., in Chesapeake, Virginia. With more than 35 years of financial planning experience in Hampton Roads, he focuses on the areas of investment management, retirement planning, 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 a MBA with a concentration in finance from The University of Houston. While well-known locally as knowledgeable in financial matters, he has been recognized nationally as a former “Ask the Expert” on Quicken.com’s retirement website. Robin has also contributed to The New York Times, USA Today, The Wall Street Journal, Reader’s Digest, CNNfn, SmartMoney Interactive, CBN NewsWatch, and Financial Planning magazine.

He has been a Certified Financial Planner™ professional for over 30 years, having served on the national board of directors for the Institute of Certified Financial Planners (ICFP) in Denver, Colorado (1996-1998) and as past president of the local Hampton Roads chapter. He is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA), which requires its members to sign a Fiduciary Oath.

Robin is extremely active in his community. His passion to help people improve their lives through sound financial planning crosses over into the community he fervently serves. Robin has been a Rotarian for more than 30 years, having served as past president of the Rotary Club of Chesapeake. In 2014, Robin was appointed by the City of Chesapeake to the Chesapeake Hospital Authority, where he served in many capacities for eight years including chairman of the board.  In addition, he served on the Chesapeake Regional Health Foundation Board, the Old Point National Bank Regional Advisory Board, and the Chesapeake Other Post-Employment Benefits (OPEB) Finance Board. In 2019, Robin was given the distinguished honor of being named First Citizen of Chesapeake.

Education is very important to Robin, having served as past chairman of the Atlantic Shores Christian School Board and as a member of the Alumni Board of Oral Roberts University. In 2018, Robin was selected as a trustee to serve his alma mater, Oral Roberts University.

He and his wife Cathy attend Riverbend Church in Suffolk, Virginia. They have four children — Andrew, Courtnay, Philip, and Victoria — and are proud grandparents to Aurora, Theodore, and Lucia.

Amy Pucci, RFC®
Certified Senior Advisor (CSA)®

Registered Financial Consultant, Certified Senior Advisor, Director of Client Services & Engagement

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Amy is a combination of capability, caring, and sunny disposition that is instrumental in ensuring that our clients’ needs are met. Overseeing our Client Services Department, Amy works closely with Robin to maintain the high standard of service and proactivity that we strive to deliver to each client.

With almost 20 years of experience in financial services, she has a Certificate in Financial Planning, and holds the Registered Financial Consultant (RFC)® designation. As our Social Security and Medicare specialist, she has earned the National Social Security Advisor (NSSA) Certificate.

Amy is also one of the first Certified Senior Advisors (CSA)® in the Hampton Roads area, and she’s passionate about helping people age gracefully and transition through their later years as smoothly as possible. She also has extensive experience in assisting adults and children with special needs, helping them navigate government programs and planning for their financial future.

Amy enjoys spending time with her grandsons and helping others. She can often be found outside during nice weather, or inside cooking, watching movies, or reading. After relocating here from upstate New York, she appreciates the warmer weather – we are so thankful she made the trip!

Philip Tull

Wealth Advisor

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Phil is passionate about the impact that personal finance can have through serving individuals and families. As a Wealth Advisor, Phil guides clients through creating detailed financial plans, navigating budgets, maximizing employee benefits, and providing investment research and portfolio support. As Director of Business Development, Phil coordinates growth opportunities and community involvement for the firm. He holds the Series 65 License and serves as a member of our Investment Committee. These are just a few of the skills he performs as he assists our clients with thoughtfulness and detail.

Phil earned his master’s degree in Financial Planning from Kansas State University, where he also received his Personal Financial Planning Certificate. He obtained his bachelor’s degree in Business Finance from Southeastern University, where he also excelled as a collegiate athlete.

Phil and his wife, Janaé enjoy spending time outdoors, playing sports, traveling, and are passionate about serving their church and community.

Ellen Anderson, APMA®

Director of Investment Operations

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Ellen is our Director of Investment Operations and an investment committee member. In her role, she oversees the investment policies of the firm and many of the firm’s operational processes. She works closely with Robin to develop investment strategies tailored to clients’ unique circumstances and specializes in investment management. She is also a member of our information security team.

Prior to joining TFG, Ellen gained five years of experience at an asset management firm where her responsibilities included investment analysis, client service, portfolio management and administration, and marketing.

Ellen holds a bachelor’s degree in Finance from Virginia Tech as well as her Series 65 license. She is an Accredited Portfolio Management Advisor℠ and has passed Level I of the Chartered Financial Analyst (CFA) exam series.

Ellen and her husband, Jake – a retired U.S. Navy EOD Officer, live in Chesapeake with their son and two dogs. They remain active in the EOD warrior community and enjoy spending time with family and traveling. Ellen also serves her community as Vice Chair of the Chesapeake Other Post Employment Benefits (OPEB) Finance Board.

Ashley Albertson, FPQP®

Client Services Associate

Ashley Albertson

Ashley began with Tull Financial Group in 2020 as the Executive Assistant to the CEO and Front Stage Administration; she now works closely with the advisory team as a Client Services Associate. She received her Financial Paraplanner Qualified Professional™ (FPQR®) certification through Kaplan’s Paraplanner course in 2022, gaining further knowledge and qualifications to better serve our clients.

In her spare time Ashley can be found chasing around with her son, playing co-ed softball, or spending quality time with [high school sweetheart] husband and family. Raised in Deep Creek and a member of the United Methodist Church, she strives to do her part in helping her community. We enjoy having her effervescent personality in the office and know our clients will, too.

Drew Overton, CFP®

Wealth Advisor

Drew Overton

Drew joined the team at Tull Financial Group in August of 2019. Since then, Drew’s passion for helping people through financial planning continues to positively impact our clients and our team. He plays a role in our Investment Committee and is dedicated to serving our clients.

Drew received his bachelor’s degrees in Finance and Management from Virginia Tech in December 2017, is a CERTIFIED FINANCIAL PLANNER™ Professional, and holds his Series 65 license. As someone who is continually seeking to learn, Drew is taking classes at Old Dominion University to expand his knowledge on income tax planning.

As a Wealth Advisor, Drew guides clients through tax projections, financial plans, investment allocation questions, and account and money management needs. Drew is also a member of our Investment Committee and works to provide investment research and insight during our monthly Investment Committee meetings.

Outside of the office, Drew, his wife, Melissa – an administrator in Housing and Residence Life at Old Dominion University – their daughter, Charlotte, and their son, James, live in the South Norfolk area and attend River Oak Church. They enjoy traveling to visit family and friends, trying new restaurants around town, and going to the beach with their dog, Ruby.

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