every path to financial peace is different.

building a map that works for you.

No two paths are exactly alike, which is why our team considers all factors when we map out a trail through the financial forest of life. Understanding your values, your family, your legacy, and your current financial standing all contribute to the unique track our guide will set up. Once you set out, it is up to you to stay on the trail. As forks or barriers emerge in your path, your guide will provide alternate routes for you to follow.

 

a friendly approach.

Our team is local to the area, and understands the industries and lifestyle of the Lake Blackshear region. When you choose our team as your guide, you will be met with a friendly face on your journey.

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your path to peace starts with an experienced guide.

  • ROBERT (BOBBY) J. STEWART, JR.

    FINANCIAL ADVISOR

    Bobby is a native of Cordele, Georgia, and an Investment Adviser Representative with LVZ, Inc. With over 25 years of experience as a financial guide, Bobby also holds a BBA in Accounting from Georgia Southern University, his alma mater. His passion is to deliver exceptional communication, service, and support to his clients.

    Bobby is an active member and deacon of Pinecrest Baptist Church, where he has previously delivered children's sermons on Sunday mornings. He is married to Christie Pike Stewart, a former local school teacher, and has three children: Jackson (deceased), Logan, and Preston. Bobby is actively involved in the community, enjoys making people laugh, and looks forward to guiding you on a path to financial peace.

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  • Katelyn Rogers

    ADMINISTRATIVE ASSITANT

    Katelyn has roots all over Georgia. Between family and school, she has learned a great deal, from earning a BGS from Georgia Southern University to continuing her education at South Georgia Technical College, where she received an AAS in Accounting and an AAB in Business Administration. Katelyn is the first person you talk to, whether in person or on the phone. She keeps the office running smoothly on a day-to-day basis, ensuring that everything operates efficiently.

    Katelyn comes from a large extended family all across Georgia. As an only child, she has a close relationship with her parents, Mark and Donna. Katelyn loves to travel and visit her friends; you may even find her camping or horseback riding. She is also an active member of First Baptist Church. Katelyn brings a warm, welcoming presence to every interaction and looks forward to helping you feel right at home with our team.

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check your financial path readiness.

Curious to know if you are fit for your path to financial peace?

Stop by our office for a free assessment. Fill out the form to get started.