Team
How We Work
Our reasons for becoming financial and insurance 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.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Benjamin Jackson, CFP®
Owner/Financial Planner
I grew up in rural Council, Virginia and have been a resident of Southwest Virginia my entire life. My professional career began with a bachelor’s degree in Business Administration from the University of Virginia’s College...
Patrick Moran
Financial Consultant
Born, raised, and currently residing in Floyd County, Virginia, I was taught the value of God, family, and country from a young age. Between our farm supply store and our family farm, I came to appreciate the grit and determination...
Stephanie Jackson
Director of Insurance Operations
stephanie.jackson@horacemann.com
Grace Ann Wagner
Financial Intern
Julienne Hastings
Insurance Specialist
julienne.hastings@horacemann.com
Maddy Oliver
Insurance Specialist