Tel: 910-295-6606



Accredited Investment Fiduciary®

Certified Wealth Strategist®

Retirement Income Certified Professional®

Charles is passionate about helping clients develop personal investment objectives and creating an investment plan to match those objectives. Once a plan is in place, Charles excels at ongoing monitoring and reallocating in response to ever-changing economic conditions.

After graduating from the University of Alabama with a B.S. from the School of Business, with a concentration in Industrial Management/Management Science, Charles worked in the iron and steel foundry industry for ten years. In 1985, he moved to the Sandhills of North Carolina and began working for a large regional brokerage firm. Seven years later, the entrepreneurial spirit inspired him to establish his own practice. Since 1992, Charles has been a fully-licensed Independent Investment Advisor and continues to stay update-to-date and well educated with the dynamic financial system.

Charles’ strength of character comes from life lessons he learned from family and those who care about him. “Do what’s right even when no one is looking” is his personal mantra, and serves as a guiding principle to everything he does, professionally and personally. His favorite aspect of the business is the opportunity to work with philanthropic organizations, and the ability make a positive difference in the lives of each and every client. Outside the office, Charles can be found puttering around in the garden at home in Pinehurst as well as enjoying water sports with family on Lake Tillery.

Tel: 910-295-6606


Wealth Planning Administrator


Jody’s dedication lies in taking a holistic, personable approach when serving our clients. By combining her wealth of experience in financial planning, investment strategy, trust and banking, she diligently works with the team in developing individualized plans to help address each client’s specific needs, objectives and overall goals.

After graduating with a Master of Science degree from California State University Fresno, Jody spent the next 10 years as an educator in the medical field serving both physicians and patients along the beautiful coastline of the Monterey Peninsula, California. In the beginning of 2008, Jody returned home to Montana in order to care for her father. When the time came to explore the next chapter in life, her adventurous spirit led to a cross-country move where she embarked on a journey that would lead to her forever home and thriving career in financial services. Over the course of her time in the financial industry, Jody has earned FINRA Series 7, 6, 63 & 65 registrations as well as North Carolina licenses for Life & Health Insurance.

Jody resides in the Seven Lakes area with her sweet daughter Reilly. In her downtime you will find she and her daughter enjoying lake life, seeking outdoor adventures, cooking, crafting and chasing unicorns & rainbows.

Tel: 910-295-6606


Director of Operations

Maggie’s forte is implementing innovative technologies and systems in order to streamline processes and provide a higher level of service to client accounts. She is also responsible for ensuring that day to day operations are fully compliant with all industry rules and regulations.

After graduating from North Carolina State University (Go Wolfpack!) with a Bachelor of Science in Mathematics. Maggie remained in Raleigh working in the banking industry until she relocated to Pinehurst. She took this opportunity to make a fresh start and became licensed in the insurance industry. Over the course of her career she has earned NC licenses for Life, Health, LTC, Property and Casualty Insurance, as well CIC (Certified Insurance Counselor) designation and has been a Notary Public since 2003.

In 2011 Maggie was offered an opportunity to join Stockham Financial and expand her knowledge in the financial services industry, as well as lend her expertise in regards to reviewing current insurance coverage, and identifying potential gaps or excesses, for our clientele. Having proper insurance helps to protect Investment and Personal assets. Our clients appreciate the benefits of her expertise in these areas of risk management.

Maggie, a native of North Carolina, enjoys all that the NC seasons have to offer: football in fall, holiday spirit in winter, gardening in spring, and beach in summer.