Pinehurst Team

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 provides ongoing monitoring and reallocating in response to ever-changing economic conditions. Utilizing significant resources of our strategic partners, he works to build and manage investment portfolios specifically for client needs.

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 and began working for a large regional brokerage firm. When the entrepreneurial spirit inspired him to establish his own practice, Stockham Financial opened in 1992.

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”. He enjoys working with philanthropic organizations because they truly make a positive difference in the lives of so many different people.

Charles is a rabid Alabama Football Fan…“ROLL TIDE!” Outside the office, he enjoys entertaining his dogs, traveling with his wife Kathy and hanging out with our children and grandchildren.

Certified Financial Planner ®

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

Jody joined Stockham Financial in 2017. She specializes in portfolio structure, retirement savings and income planning, social security integration, risk management, tax and estate planning, employer benefits, college savings as well as general budgeting and cash flow.

After graduating with a Master of Science degree from California State University Fresno, Jody spent the next ten years as an educator in the medical field along the beautiful coastline of the Monterey Peninsula, California. In the beginning of 2008, Jody returned home to Montana, to care for her father. Later that year, she embarked on a journey that would lead to her forever home and thriving career in financial services.

Over the course of her financial career, Jody continued her education through North Carolina State University; and went on to earn the Certified Financial Planner™ designation, FINRA Series 7, 6, 63 & 65; North Carolina licenses for Life, Health and Variable Insurance as well as NC Notary Public.

Jody resides in Seven Lakes with her daughter Reilly. In her downtime you will find them enjoying lake life, cooking, crafting, traveling and anything outdoors.

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.

Francine brings with her over twenty years of corporate experience in the Title Insurance industry, fifteen of those years working out of the Boston & Providence offices for Lawyers Title. After moving to North Carolina in 2008, she was offered the House Director position for a Sorority at UNC-Chapel Hill, managing the daily operations on site. In 2016, Francine found her home in Pinehurst, beginning a new chapter in her life, as she enjoys playing golf, great friends, travel, and all things Pinehurst has to offer.

Francine joins us as our office Administrative Assistant and is responsible for directing communications, organizing appointments and events, and assisting the team with general office planning and procedures.