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 3 great-grandchildren.
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
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.
Brittany Lace
Agent, Finance & Medicare Specialist
Born and raised here in Winchester VA, Brittany Lace is our Medicare specialist, an Admin and active Agent. She is soon to be a notary for Virginia as well. She is a licensed agent in DC, Maryland , North Carolina, Ohio, Virginia and West Virginia.
Her moto:
H.E.L.P
Honor & respect your needs
Educate you on all your options
Let YOU decide what's the best option
Put the plan into action