Our Associates

David Thompson                  
Investment Advisor Representative
david.thompson@questarcapital.com

David joined MY Financial in September of 2013.  He began his career in financial services with Raymond James in 2003.  Two years later, he began work in the banking world with multiple roles in the Private Banking and Wealth Management arena.  He is a Registered Representative and an Investment Advisor Representative with Questar Capital and Questar Asset Management.  He has a strong background in investment research and portfolio management, having designed and managed stock and bond portfolios for many clients.  Having experienced the ups and downs of markets over the years, David has developed an active management style that lends itself to his natural conservative personality.  He possesses a unique ability to understand a client’s wants/needs and build an investment portfolio accordingly.  

David earned a Bachelor of Arts from LaGrange College with a major in business administration.  He holds Series 7, 63 and 65 securities licenses, as well as life and health insurance license.

David and his wife, Kiley, have a son Jake and daughter Lillian.  They are active in the community and can often be found on weekends at the local ball field attending the sport of the season.  David and his family are members of Buchanan United Methodist Church.

 

 

Tom Woodward                    
Vice President
tom@myfinancialsvcs.com

Tom has more than 25 years experience helping clients with private Medicare plans, Employee Benefits, and Individual Health Insurance. His expertise and problem solving ability gives MY Financial Services the edge in aiding clients as they work through their personal and business health insurance issues, Licensed in Alabama, Georgia, Tennessee and Virginia, Tom is a veteran life insurance agent.

Tom and his wife, Angie, have a daughter, Faith, and four sons Adam, Noah, Isaac and Ezra. Three of their sons have graduated from college and two have also married. They are active members of Kings Chapel Church in Carrollton.  

 

 


Peggy Farrenkopf Vance
Office Manager
Advisor Assistant
peggy.vance@questarcapital.com

Peggy has been with MY Financial Services since November 2004. She holds a Bachelors Degree in Business Administration from the
State University of West Georgia.
She is married to Linnie Vance and they are grandparents to Elias Tibbetts and Addison Nickerson. She has one son, Ryan Nickerson. 

Peggy brings a wealth of experiences to our practice, and supports the needs of our Investment, Brokerage, Life, Disability and Long Term Care clients.

 

 

 

Stacey Williams
Insurance Agent
Marketing Director

stacey@myfinancialsvcs.com

Stacey Williams joined the MY Financial family in early 2013.   She is a licensed insurance agent and helps support the Individual/Family Health Insurance needs of our clients. Offering plans both on and off the Federal Exchange, she is well versed in Tax Credits and plan benefits offered in Georgia. She has over 5 years’ experience as an Agent and has previously worked with Medicare Advantage Plans and Supplements. 

 

She has a 4 year old son who keeps her busy playing T-ball when she is not at the office.  He is gearing up for his first year of “real school” and couldn’t be more excited!