OUR TEAM
WILLIAM C. HAYCOX, JR. CFBS, CLTC, C(k)P - PRESIDENT
Preparing for that next step in life isn’t always easy. William's combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. He provides wealth management services to select clientele of high net worth families, business owners and organizations. He helps them make informed decisions about their money and the protection of their assets and estate. He works for his clients as he would his own family and aspire to build lasting, meaningful relationships based on trust, integrity and superior client service.
Born and raised in Virginia Beach, Virginia, William has been married to Donna Haycox for over 30 years. Together they have raised two beautiful daughters. His education includes a BS in Mathematics, in addition to graduating from Lynchburg College in 1984, along with many other business and finance industry certifications and designations.
He is very active in community charities and benevolent organizations. In addition, he is a member of First Presbyterian Church and the Princess Anne Country Club. In his leisure he enjoys surfing, fishing, hunting, tennis, snowboarding as well as traveling.
CLAUDETTE P. COLLINS - OFFICE ADMINISTRATOR
Claudette has worked as William's Office Administrator for over 23 years and has experience in the insurance industry for over 34 years holding a Life and Health insurance license and a Series 7 and 66 Securities license.
She has helped William build his business into a thriving practice and her main focus is to help the practice run smoothly with many details and responsibilities and provide exceptional customer service to clients.
Claudette is married for over 38 years with two grown daughters and a grandson. She was born and raised in North Carolina but has lived in the Virginia Tidewater area for over 38 years. She enjoys time spent with family and her two dogs. She sings in the Heritage United Methodist Chancel Choir and is the current president of the Virginia Beach Chorale.
C. EDWARD DRESCHER, CExP - FINANCIAL ADVISOR & BUSINESS PLANNING SPECIALIST
Eddie has 20 years of experience as a Financial Advisor, helping business owners and their families navigate their way through the unique challenges and opportunities necessary to achieve financial security. In addition to his role as a Financial Advisor, Eddie is a member of the Crankset Group (business advisory and strategic planning) and is a Certified Exit Planner (CExP) for business owners. The BEI CExPTM designation is the standard for Exit Planning certification. Eddie’s passion is getting “in the trenches” with business owners, their families, their key employees, and their professional advisor teams in the areas of:
Business Owner Exit/Transition Planning – creates and implements business owner exit/transition plan road maps; provides input into all facets of the plan road map, including their design, implementation and funding.
Non-Qualified Key Employee Benefits Planning – designs, implements, and provides funding instruments for benefits plans designed for business owners and their key employees; examples include non-qualified deferred compensation, executive and stay bonus, and split dollar life insurance plans.
Personal Financial Planning – provides comprehensive financial planning for business owners, their families, and key employees.
A native of Franklin, VA, Eddie graduated from Virginia Tech in 1989 with a B.S. in the College of Human Resources and started his career in Commercial Banking with Sovran Bank and its successors in Norfolk, VA, until 1997. Eddie served on the Advisory Board of the Salvation Army-Hampton Roads Area Command from 2000-2016, serving as Finance Committee Chairman for 2 terms. In 2003, Eddie was named by Inside Business as one of Hampton Roads’ “Top 40 Under 40” for his professional achievements and charitable work. Eddie lives in Virginia Beach with his wife Amy of 25 years, has 2 daughters ages 24 and 21, and a son age 19. In his spare time, he enjoys spending time with his family, is in avid waterfowl hunter, and all things Virginia Tech football.
About the BEI Certified Exit Planner Designation
Business Enterprise Institute (BEI) trains and certifies BEI Certified Exit Planners (CExPTM) to create comprehensive Exit Plans that meet the objectives of their business owner clients. Through training, rigorous testing and ongoing continuing education, CExPTM designation holders provide comprehensive, professionally executed Exit Planning services. BEI requires specific training as a prerequisite to certification to assure that practitioners have the knowledge and understanding necessary to perform competent services, and to assure a level of consistency and continuity in their work product. A primary requirement for becoming a CExPTM is to hold a valid license as a Certified Public Accountant, Attorney, Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant or equivalent professional experience. For more information, visit www.certifiedexitplanner.com.
LUKE KOHART, CPFA, C(k)P - FINANCIAL ADVISOR & BENEFIT SPECIALIST
Luke Kohart has worked with Haycox Financial Group for six years. He came on board after spending three and a half years with the Frieden Agency and Signator Investors during which time he acquired a Life and Health insurance license, a Series 6 and Series 63 securities licenses. He has recently earned hit Certified Plan Fiduciary Advisor and his Certified 401(k) Professional designations.
Previously specializing in Health insurance, Luke has expanded his expertise to include benefits and retirement plans. He has worked with hundreds of individuals and companies on finding the right plans for them and their employees. He brings that proficiency when working with our clients and utilizes our relationships with all major carriers to get access to the plans and resources in order to design solutions that best fit their needs. Through building trusting relationships with individuals, families, and businesses, Luke works to assure them that their financial futures are in great hands.
Born and raised in Virginia Beach, VA, Luke returned to the area after graduating Radford University in 2014 with a Bachelor of Science in Communication. When he isn’t surfing, playing tennis or rooting for Washington in his free time, he enjoys time spent with his wife, family and friends.
