Originally from Supply, North Carolina and now serving Richmond, Virginia, I work with seniors, young families, small business owners, and newlyweds to help them build financial stability with confidence.
My background in transportation and logistics taught me the value of hard work, clear communication, and treating people with respect. While I didn't take the college route, I've become passionate about learning, reading over 25 books last year.
I love spending time with my three children and my wife, and traveling to her native country of El Salvador. I formerly played baseball, enjoy sports and am involved in my church and my children's schools.
I believe in helping people plan for their future in a way that is personalized and empowering. If you're ready to take the next step toward clarity and peace of mind, I'd be honored to walk that path with you.
Financial RepresentativeLee Stephens
Originally from Supply, North Carolina and now serving Richmond, Virginia, I work with seniors, young families, small business owners, and newlyweds to help them build financial stability with confidence.
My background in transportation and logistics taught me the value of hard work, clear communication, and treating people with respect. While I didn't take the college route, I've become passionate about learning, reading over 25 books last year.
I love spending time with my three children and my wife, and traveling to her native country of El Salvador. I formerly played baseball, enjoy sports and am involved in my church and my children's schools.
I believe in helping people plan for their future in a way that is personalized and empowering. If you're ready to take the next step toward clarity and peace of mind, I'd be honored to walk that path with you.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
