MEET OUR TEAM

THOMAS E. MATHAS

PRINCIPAL/FINANCIAL ADVISOR

Tom is a financial advisor with over two decades of experience helping individuals, families, and business owners plan for their financial future. He began his career with New York Life in 2000 and founded Mathas Financial Group, LLC in 2010, where he focuses on retirement planning, wealth transfer, and business succession strategies.

Working with clients across the country, Tom provides guidance on insurance, annuities, investments, and private money management. He has established relationships with a network of financial, legal, and accounting professionals to help support informed, well-rounded decision-making.

A Norfolk native, Tom earned his B.A. from the University of Virginia and remains active in his community. He is deeply rooted in family life with his wife Robyn and their two daughters, Mia and Sophie. In his free time Tom enjoys fishing on a nearby lake or playing bass guitar with his band.

PAUL HOLMAN

FINANCIAL ADVISOR

Paul has been helping clients navigate their financial lives since beginning his career with New York Life in 2009, in the wake of the 2008 financial crisis. That experience shaped his belief in disciplined planning, thoughtful risk management, and long-term decision-making.

As a financial advisor, Paul works with individuals and families on protection, retirement, investment, and estate planning strategies, focusing on bringing clarity and alignment to each client’s goals. He is a Registered Representative and holds the LUTCF®, CLU®, FSCP®, and ChFC® designations. He earned his B.S. in Business Administration from Old Dominion University.

Based in Virginia Beach, Paul enjoys gardening, live music, and spending time by the water with his girlfriend, Jens. He is also an avid racquetball player.

COREY SULLIVAN

FINANCIAL ADVISOR

Corey is dedicated to helping individuals and families build secure financial futures centered on protection, growth, and legacy. From early planning through the complexities of retirement, he develops personalized strategies tailored to each client’s goals, life stage, and risk tolerance. Known for his steady approach and commitment to education, Corey builds long-term relationships and serves as a trusted guide through life’s milestones.

Living in Virginia Beach with his wife, Olivia, Corey enjoys playing soccer, hiking, and training their dogs, including a registered therapy dog they take to local schools to read with students. He has a degree in Mass Communications and Public Relations from Lock Haven University of Pennsylvania.

ROBERT DAVANZO

FINANCIAL ADVISOR

Robert specializes in holistic financial planning, helping families and small business owners navigate every aspect of their financial lives with clarity and confidence. From daily money habits to big-picture planning, Robert is committed to building trusted relationships and guiding clients through each life stage with a diverse range of financial products, including insurance, annuities, investments, and private money management.

Born and raised in the Virginia Beach community he now serves, Robert holds a degree in Financial Planning and Wealth Management from Virginia Tech. When he’s not at work, you’ll likely find him out on the water or enjoying time with friends and family.

MEG PAGE

DIRECTOR OF OPERATIONS

Meg manages the operation and administrative functions of the office. With over 16 years of experience working alongside Tom Mathas, she helps keep everything running smoothly while making sure our clients are well taken care of. As a Licensed Service Assistant, her responsiveness and attention to detail enable her to provide superior service, particularly when handling complex client needs.

Meg grew up in Norfolk and has a B.A. from The University of Mary Washington.

MELISSA BIRGE

FINANCIAL ASSOCIATE

Melissa supports the advisory team in developing and implementing client financial strategies. Since joining the firm in 2021, she has played an integral role in preparing plans and handling client service requests. Her diligence and professionalism help ensure a smooth and reliable ongoing client relationship.

A Virginia Beach native, Melissa earned her B.S. in Finance from Old Dominion University.

CAITLIN PAGE

ADMINISTRATIVE ASSISTANT

Caitlin supports the daily operations of the office by managing Tom’s schedule, handling client requests, and acting as a primary point of contact for communications. She plays a vital role in keeping the office running efficiently and ensuring clients receive timely, thoughtful support. Her organization and attentiveness contribute to a seamless overall experience.

Caitlin was raised in Suffolk and holds a B.S. from James Madison University.