Our Mission
Meet the Team
Jason E. Kundis began his career after Graduating from The School of Business at the University of Hawaii. Although focused on Corporate Finance, International Business, and Business Law, he quickly realized his love of Financial Markets and Investing. In 1999, he moved back to the East Coast where he has spent over 25 years helping clients with Retirement and Financial Planning.
As a Registered Principal, Investment Advisor Representative, and an Accredited Investment Fiduciary® (AIF®), Jason has forged long term client relationships ranging from Comprehensive Financial Planning on Investments and Retirement Income positioning to Risk Management and Long-Term Care Planning. Jason also specializes in Portfolio and Generational Planning, Asset Allocation Advice, Wealth Management, Estate Planning, and Special Needs Planning. He adheres to a code of ethics and conduct standards that show a commitment to a higher degree of industry professionalism. Emphasizing that Trust is the Foundation of Our Work Together.
Jason was born and raised in Hampton Roads, where he lives with his wife Paulette, a Registered Architect, and their two adult children. Jason enjoys spending time with his family at the beach, playing golf, and watching a UVA game.
Adam M. Steiner, a CERTIFIED FINANCIAL PLANNER™ practitioner, is a 1989 graduate of the University of North Carolina – Chapel Hill. Upon earning his bachelor’s degree in Arts & Sciences with a major in Radio, Television and Film, Adam built a successful 14-year career as an Emmy award-winning Producer and Director. Having the opportunity to work with so many talented professionals in this highly collaborative industry allowed Adam to hone his interpersonal skills in order to pursue an opportunity in the dynamic and rapidly growing financial services profession.
Adam entered into the Investment Profession in 2003 as a Personal Planning Specialist. While focusing on the needs and goals of families and small business owners, he has expanded his client base with integrity, knowledge and an acute ability to listen; only once a client’s priorities are clearly articulated will Adam present thoroughly-researched and specific planning recommendations and help in every step of the process from design to plan implementation.
Clients have sought Adam’s help in acquiring not only Life, Disability and Long-Term Care insurance policies, but also in developing sound strategies to plan for future financial needs such as college and retirement funding. Because regular plan reviews are critical, he routinely meets with clients to adjust plans as circumstances change.
Adam is a member of the Financial Planning Association of Hampton Roads and lives in Chesapeake with his wife Marieke and their 2 children.
Terisa joined the Vision team in 2016 where she serves as both Office Manager and Client Services Manager. During her years of assisting clients and managing the Vision office, she has developed a reputation for exceptional service to clients, a high level of professionalism and commitment to ongoing professional development.
She is the primary liaison for the firm’s multigenerational clients and their advisors and is valued by both clients and professionals alike for her consistently high level of excellence, efficiency, and quality in every operational area of our firm. Her warm personable nature allows her to communicate effectively with both our team and our clients.
Terisa has always been enthusiastic about giving back and has collaborated closely with members of her community for over a decade. Her desire to serve others was established when she began volunteering at a local elementary school and continued her volunteer work through EquiKids and EquiVets, therapeutic riding programs located in Virginia Beach.
Terisa and her family are residents of Virginia Beach. In her free time, she enjoys paddleboarding, working out and relaxing by the pool with family and friends.
Check the background of investment professionals on FINRA’s BrokerCheck.
Our Firm
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals, families and business owners. By assisting you through a goal setting process you will be better able to make sound decisions to allow us to guide you through appropriate long-term strategies. We then commit to ongoing monitoring with high touch evaluations and specific recommendations.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a particular product or service, we know a group that does.
Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Financial/Estate Planning
Senior Life Planning
Corporate Benefits Services
Long-Term Care
Retirement Distribution Planning
Retirement Cash Flow Analysis
Insurance Planning
Asset Protection Planning
Life Insurance Evaluation
Investment Money Management
Qualifications
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We’re looking forward to using our experience and knowledge to help you pursue your financial goals.
Committed to helping people pursue their financial goals
Our Broker-Dealer
Integrity : honesty, fairness, and ethics are the foundation of Cambridge’s culture
Commitment : making a difference to the community through quality, excellence, and service
Flexibility : offering solutions based on being open-minded, resourceful, and committed to mutual win-win
Kindness : in all things, consideration and compassion with a human touch guide Cambridge’s decisions