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Margie Stevens
ChFEBC®, MDRT, CSA, CLTC              

Founder & President

Licensed Insurance Agent in VA, WV, PA, MD, and DC

Margie is a resident of Winchester, VA.  She and her husband, Mark, high school sweethearts have been married since 1979. Together they have 2 children, 6 grandchildren and one great-granddaughter.  


Margie has over 30 years of experience in the financial and insurance industry.   She is committed to providing the most update information to her clients to ensure that both their short term and long term financial dreams, become a reality. 

Accreditation and Memberships:

Chartered Federal Employee Benefit Consultant (ChFEBC®)

National Director for Wealth & Wisdom for Women

Certified Educational Trainer for Wealth & Wisdom

Certified Senior Adviser  (CSA)

Certified Long Term Care Consultant (CLTC)

Member of Million Dollar Round Table (MDRT)

Member of Winchester TRIAD/SALT Council

Member of Network for Aging Support (NAS)

Member of Heartlink, Women's Networking Group

Member of National Association for Professional Women (NAPW)

Member of Winchester Encouraging Networks 

O: 800.837.3544

D: 540.771.3086

Meet The Team


Tawnia Trayers
Office Administrator

A resident of Winchester, VA.  Tawnia holds a BA in Business Administration and has been with the company since 2016.

O: 800.837.3544 


Brittany Lace
Agent, Finance & Insurance Specialist 

Born and raised here in Winchester VA. Brittany Lace can help you in DC, Maryland , Virginia and West Virginia.

She is here to H.E.L.P you -

Honor & respect your needs

Educate you on all your options

Let YOU decide what's the best option

Put the plan into action

O: 800.837.3544 

D: 304.490.5777

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