Biographical Info I am a native of Galax, VA. I attended Bluefield College in Bluefield, VA, and received my Bachelor of Science degree in Accounting in December 1994. I began working in the financial industry as an office assistant in June 1995 with Wheat First Butcher Singer. I then furthered my career as an Administrative Assistant, working alongside an advisor for an additional 9 years. In June 2004, after obtaining my Series 7, 63, 66 and Life/Health licenses, I stepped out on my own as an Advisor and started a joint business partnership with Christopher R. Porter. Currently, Chris and I have been business partners for almost 20 years. In February 2012, I also acquired the Certified Kingdom Advisor designation (CKA). I have been married to the love of my life, Jody, for almost 30 years. We have twin children, Austin and Kayleigh, who both graduated from Liberty University in 2020. Outside of work, I enjoy swimming, attending church at Christ Chapel in Galax, VA, playing games, and traveling. More than anything, I love spending time with family and friends. My Life Motto is: “Live for the Lord, Laugh as often as Possible, and Love others like Christ loves us!”
Level Starter
Start Date April 18, 2024
Address
411 N. Main St
Galax, VA 24333
US
Phone Number (276) 236-7188
Favorite Scripture Verse “And do not be conformed to this world, but be transformed by the renewing of your mind, that you may prove what is that good and acceptable and perfect will of God.” (NKJV)
Scripture Reference Romans 12:2
Profession Financial Advisor
Professional Focus Biblically Responsible Investing (BRI), Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning
Website https://securitiesmail.com
Firm Wealthplan Stewardship Partners
About Building lasting relationships with our clients and their families are key to our business. In our practice, we provide financial planning services with most concentration being in the pre-retirement, retirement, and estate planning areas. We offer product solutions in Life Insurance, Long-term care Insurance, Fixed-Indexed-Variable Annuities, Alternative Investments, and Brokerage Investments, with specific concentration in the Biblically Responsible Investing space.