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.
Co-Owner & Financial Advisor
David is the majority owner and was first employed by Stockdale Financial Group in 2013. He provides outstanding service as a skilled financial advisor who deeply cares about each person indiv...
Jim, part owner of Stockdale Financial group, decided to pursue his second career as a Financial Advisor Representative and Broker Agent after a long, successful business career. Jim had a personal and professional relationship with...
Co-Owner, CPA & Financial Advisor
Tom decided to enter the financial services industry after many years in government and business finance. He has been a CPA for 27 years in North Carolina. He has recently joined Stockdale Financial Group and SagePoint Financial Inc....
Laura is a financial advisor at Stockdale Financial. She is a Registered Representative and Investment Advisor Representative. She holds her Series 7 and Series 66. She graduated from Clarks Summit University (formerly Baptist...
Regina is SFG’s Office Manager and has been working at SagePoint Financial, Inc. since 2008. She is often referred to as the office quarterback as her primary role is to coordinate all employees to work together efficiently as a...
Client Services Associate
Irene has been a client with Stockdale Financial Group for over 20 years and was excited to join our “family” in June of 2020. She is SFG’s receptionist. While her primary responsibility is to maintain relationships...
Luke recently passed the SIE (Security Industry Essentials) exam. Upon passing his Series 7 exam, he will be a registered assistant at Stockdale Financial Group. He has a bachelor’s degree in biology, as well as a minor in...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.