Broker Check


Christopher Stewart, Founder & President
RICP® Retirement Income Certified Professional
APMA® Accredited Portfolio Management Advisor
AIF® Accredited Investment Fiduciary

Financial Advisor, Martinsburg, WV

(304) 263-3030

Experience: 17 year(s).  Focus: Asset Management & Retirement Planning.  Christopher is married and has three children.  He is a member and Deacon of First Baptist Church in Martinsburg.

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Derek Helman

Financial Advisor

(304) 707-3501

Experience: 4 year(s). Focus: Asset Management & Retirement Planning. Derek is married and has four children. He is a member of Independent Bible Church in Martinsburg.

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Felicia Buckingham

Account Processing & Service

(304) 263-3030

Experience: 4 year(s). Focus: Meeting Preparation and Account Processing. Felicia has two young children. She attends Hope Community Church.

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Shara Stewart

Meeting & Planning Assistant


Experience: 1 year(s). Focus: Meeting assistant and Financial Planning preparation.  Shara is married to Chris and they have three boys. Shara is a member of First Baptist Church in Martinsburg.

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