Robert W. Tull, Jr., CFP®
President, CEO, CCO
Senior Wealth Manager
Robert W. Tull, Jr. is founder and president of Tull Financial Group, Inc., in Chesapeake, Virginia. With more than 30 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 addresses the investment climate and practical planning topics.
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, CBN Newswatch, and Financial Planning Magazine. For ten consecutive years, he and his firm earned a coveted spot in Wealth Manager Magazine’s ranking of America’s top wealth managers; and in 2018 he ranked as one of Financial Advisor magazine’s “Top RIAs” in the country.
He has been a Certified Financial Planner™ practitioner 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 also 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. A Rotarian for more than 25 years, he has served in various capacities including being honored as past president of the Rotary Club of Chesapeake, Virginia. He serves as Secretary on the Chesapeake Hospital Authority board for Chesapeake Regional Medical Center, and has also served on various committees, including chair positions for Investments, Compensation, and Strategy.
He was also a past chairman of the Chesapeake Regional Health Foundation Board of Directors having also served as finance chair and chairman of their Annual Gala. Robin is also a past Vice-Chair of the City of Chesapeake Other Post-Employment Benefits Board (OPEB), a past chairman of the Atlantic Shores Christian School Board, served on the Old Point National Bank Regional Advisory Board, and on the Alumni Board of Oral Roberts University. In 2018 he was asked to serve his alma mater, Oral Roberts University, as a Trustee.
He and his family currently attend RiverBend Church in Suffolk. Robin and his wife, Cathy, have four children — Andrew, Courtnay, Philip, and Victoria. Robin and Cathy are also proud to be new grandparents to their first grandchild, Aurora Grace, born in September 2018.
Amy Pucci, RFC®, Certified Senior Advisor®
Director of Client Services & Engagement
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!
Talk to Amy: account questions :: first-time callers :: social security questions :: Medicare questions :: financial planning for age-related transitions
Associate Wealth Manager
Phil’s desire for serving people, especially young families, has been a benefit to TFG’s clients for over five years. Phil received his bachelor’s degree in Finance from Southeastern University where he excelled as a student and collegiate athlete. In May 2017, he earned his master’s degree in Financial Planning from Kansas State University, where he also received his Personal Financial Planning Certificate. Never one to slow down, Phil is preparing to sit for the CFP® exam in the coming year.
As an Associate Wealth Manager, Phil guides clients through creating detailed financial plans, setting up various accounts, navigating budgets and employee benefits, and providing investment research and portfolio support. These are just a few of the skills he performs as he assists our clients with thoughtfulness and detail, while also serving as a key member of our Investment Committee.
In addition to serving our clients, Phil is also the Boys Varsity Soccer Coach at Atlantic Shores Christian School, where he thrives on developing the next generation of great soccer players. In 2018 he was honored with the Metro Coach of the Year award (yay, Phil!)
Philip and his wife, Janaé – a professor at Old Dominion University – enjoy traveling, spending time outdoors, fishing and snowboarding, and volunteering with the youth at their church.
Talk to Philip: account questions :: first‐time callers :: general questions
Director of Investment Operations
Ellen serves our clients and their accounts through both financial planning and investment analysis, combining her love of numbers and research with her desire to help people in a deeply significant way.
Overseeing our Investment Operations Department, she contributes her valuable skills in many areas including data management, client billing, and quarterly reporting duties. She also provides substantial assistance to our Chief Compliance Officer, and more importantly, she leads our Investment Committee, helping keep us on track with our investment research and due diligence.
Ellen earned her bachelor’s degree in Finance from Virginia Tech. She then gained over five years of experience in the financial services industry working with high-net-worth and institutional client relationships before bringing her talents to TFG in 2017. She has also passed Level I of the Chartered Financial Analyst (CFA) exam series and holds her Series 65 license.
Ellen and her husband, Jake — an officer in the U.S. Navy – welcomed their first child in early 2018. An avid world traveler, Ellen has made multiple trips to Europe, and even conducted her initial interview with TFG from Germany. We’re very thankful she’s settled here in Virginia, though, and are thrilled to have her on our team.
Talk to Ellen: account questions :: investment research :: quarterly reporting questions :: client billing :: ClientView Live questions
Discovering an interest in financial literacy through a class he took at his church, Cole went on to earn his bachelor’s degree in Financial Planning from Liberty University. After gaining experience in accounting, taxes, and financial planning, Cole joined the Tull Financial team in August of 2018 and has quickly become a valuable asset to the firm, especially in the area of tax research and analysis.
Passionate about serving people and about the financial services profession, Cole uses his skills and education to make an impact on others’ lives financially. As part of the Investment Operations Department, Cole provides support in the daily duties of data management and investment research, while also assisting the Client Services Department as needed.
Born and raised on the Eastern Shore of Virginia, Cole comes from a rural and small-town background, but looks forward to travelling throughout his life. He enjoys challenging himself, whether intellectually or physically, and can often be found learning something new.
Talk to Cole: account questions :: investment research :: quarterly reporting questions
Client Services Specialist
Olivia is likely the friendly voice who answers your call or the smiling face who greets you at the door. As a Client Services Specialist, she is ready to help get your questions answered, your forms completed, schedule your appointment, and so much more! She provides much needed support to, not only our clients, but to the back-office operations and administrative areas of TFG as well, helping to keep things running smoothly.
Olivia is passionate about helping people, especially if the various stresses of life happen to bring you to our office. Prior to joining Tull Financial, she served and supervised in two nationally renowned chains, and gained valuable experience in industries focused on customer service. In 2013 Olivia received her bachelor’s degree in Business Administration and her certification as a green belt in Six Sigma from ECPI University.
Attentive and artistic, we are fortunate to have Olivia’s skills and bright personality contributing daily to the success of our team and our clients.
Talk to Olivia: appointment scheduling :: general questions :: changes in info :: forms & applications :: assistance with ClientView Live :: first time callers
Director of Marketing & Business Development
Mikki is skilled in many areas, and that is exactly where she spends the majority of her time … many areas. Mikki earned her bachelor’s degree in Communications from Regent University, and has enjoyed working with Tull Financial Group over the years in various capacities.
In her current role she gets to combine her organizational savvy with her creative passions. On the Operations side, Mikki ensures that the TFG office runs efficiently by providing direct support to the CEO and managing back-office administrative needs such as human resources and vendor relations.
On the Marketing & Business Development side, she cultivates the firm’s brand in a variety of ways, from serving as copywriter and editor of blogs and social media posts, to working behind the camera directing photo shoots, videos, and podcasts. She also coordinates our workshops and other public events, and fields all inquiries from outside media outlets.
Her role serves to promote the firm and foster the team, and allows her to collaborate with Mr. Tull in the area of TFG’s business growth and development. Her daily goal is to serve the team, so that the team can best serve the Clients.
Talk to Mikki: media inquiries :: speaking engagement requests :: back-office operations and administration :: vendor relations :: human resources