Director of Operations
Director of Communications
My mission is to help my customers live their dreams with more financial confidence by protecting them, their businesses and property against risks, and by managing their investments and assets. I’m Juanita Stephens, a Financial...
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.