Meet the people ready to help you answer the question
“Do I have enough?”
Jeff Blaser CFP®, CMT
Jeff is an active member of the Financial Planning Association, The CMT Association and Kingdom Advisors. As a Certified Kingdom Advisor® Jeff endeavors to incorporate a Biblical worldview alongside sound investment and financial planning principals as he works with clients and prospective clients. Jeff married his high school sweetheart and they have four adult children. He and his wife, Becky, attend the Lamb’s Chapel in Burlington.
Austin Daugherty AAMS®, Financial Advisor
Upon graduation from Culver Military Academy, Austin traveled to North Carolina, where he spent his next four years as a student at Elon University. As an incoming student, Austin was competitively selected from a group of over 550 other applicants to be 1 of 20 Leadership Fellows for the class of 2018. Throughout his time at Elon University, Austin helped establish and served as the President of Circle K International, was elected Service Chair of Elon’s chapter of the National Student Leadership Honor Society (Omicron Delta Kappa), and was voted to serve as an executive board member on numerous other campus organizations. Austin graduated Elon with Cum Laude honors in 2018, with his BSBA in Finance with a minor in Leadership Studies. Since joining our team, Austin has attained several industry designations including AAMS® (Accredited Asset Management Specialist) and CRPS® (Chartered Retirement Plan Specialist).
Additionally, Austin is a passionate and devoted Christian who attends the Lamb’s Chapel and enjoys volunteering there during the week.
Jill Middleton Registered Service Associate
Jill is a lifelong resident of Alamance County. She graduated from Elon College in 1989 with a Bachelor of Science in Accounting. Upon graduating, she married her high school sweetheart and they have two adult children. They are active members of Cross Current Church where their son is Senior Pastor.
Pam Stadler Executive Assistant
Pam graduated from Elon College in 1987 with a Bachelor of Science in Marketing. A lifelong resident of Alamance County, Pam resides in Burlington with her husband Marty, and has two adult sons, Tyler and Mitchell. She attends St. Mark’s Church and is an active volunteer in the community. Pam enjoys traveling, exercising, decorating, reading, and spending time with family and friends.