MEET THE FOUNDER & CEO
Insurance products offered through World Financial Group Insurance Agency, LLC (WFGIA) and its affiliated agencies. Neither Stellar Financial Services & Leadership Development PLLC nor its representatives provide tax or legal advice. Please consult your own professional advisors for guidance specific to your situation.
Insurance products offered through World Financial Group Insurance Agency, LLC (WFGIA) and its affiliated agencies. Neither Stellar Financial Services & Leadership Development PLLC nor its representatives provide tax or legal advice. Please consult your own professional advisors for guidance specific to your situation.
Jennifer Beck
Founder, Stellar Financial Services & Leadership Development
Licensed Financial Professional
Jennifer Beck is the founder of Stellar Financial Services & Leadership Development and a licensed financial professional with a passion for helping families strengthen their financial foundations. A former U.S. Air Force officer, Jennifer spent eight years managing satellite, missile system, and radar operations before transitioning to business and finance.
She holds a master’s degree in Organizational Management and has taught at the college level, led a software education business, and now focuses on helping families build financial security and generational wealth.
A cancer survivor and animal advocate, Jennifer lives in Micanopy, Florida, with her spouse, two chiweenies, and four cats. When she’s not working with clients, she enjoys growing fruit for the local food bank and exploring local history.
Her mission is to empower everyday people to reduce debt, save wisely, protect their assets, and plan confidently for the future—because financial success isn’t about discipline alone; it’s about access to the right knowledge.
Meet the Team of Professionals
Our team of professionals work together to guide clients through protection strategies, legacy planning, and long-term financial goals.
We believe education comes first — because the best financial decisions are made when you truly understand your options. Whether you’re looking to safeguard your family’s income or plan ahead for life’s milestones, our team is here to help you take clear, informed steps toward lasting financial security.
Alexis (Alex) Wallace
Financial Strategist
Alex Wallace is a retired U.S. Army Intelligence Warrant Officer with 24 years of service, including deployments to Iraq and Afghanistan. After the military, he joined Stellar Financial Services during the COVID-19 pandemic, driven to help families and small businesses regain financial stability.
Now based in Apollo Beach, Florida, Alex is passionate about making financial education accessible for everyone. His mission: no family left behind. When he's not working, you'll find him by the ocean, spending time with loved ones, or in his workshop creating epoxy art and custom wood pieces.
Katrina Overfield
Financial Strategist
Katrina Overfield is a proud advocate of “Prosperity for All” and “No Family Left Behind.” At 23, she brings fresh energy, a Finance degree, and a passion for making financial education accessible to everyone.
Based in Chicago, Katrina is especially focused on supporting her local community and empowering Latino families to build lasting financial security. For her, this work isn’t just a job—it’s a mission to help every family thrive.
Megan Figueroa
Financial Strategist
Megan Figueroa has worked in financial services since 2009, supporting professionals and high-net-worth clients. She recently earned her RICP® designation to better help families plan for retirement and long-term security.
She’s passionate about making financial education accessible to everyone—not just the wealthy. Based in Philadelphia, Megan balances her work with family life, raising two energetic boys with her husband Ian (a trained chef). When she’s not working or chasing after her kids, she’s usually baking something sweet.
Insurance products offered through World Financial Group Insurance Agency, LLC (WFGIA) and its affiliated agencies. Neither Stellar Financial Services & Leadership Development PLLC nor its representatives provide tax or legal advice. Please consult your own professional advisors for guidance specific to your situation.
About Us
At Stellar, we believe that true prosperity begins when people are empowered to take control of their future — financially, personally, and within their communities.
We are more than a financial services firm. We’re a movement dedicated to helping families, entrepreneurs, and communities build lasting prosperity through a powerful combination of financial education, leadership development, immersive experiences, and giving back.
Our Mission
Our Mission
To empower families, individuals, and communities to thrive financially, lead with purpose, explore boldly, and give generously.
Our Four Pillars of Impact
Stellar Financial Services
We deliver trusted, research-driven financial strategies that make elite financial planning accessible to everyone—at no direct cost to our clients. Our team provides personalized guidance built on transparency, education, and integrity.
Stellar Leadership Development
We cultivate the next generation of entrepreneurs and community leaders through mentorship, professional training, and hands-on experience designed to inspire confidence, growth, and long-term success.
Stellar Adventure Tours
We bring history, culture, and nature to life through immersive, story-driven travel experiences. Each journey strengthens community resilience, supports local economies, and fosters a deeper connection to heritage and the world around us.
Stellar Gives
Our philanthropic initiative fuels veteran empowerment, community uplift, animal welfare, environmental stewardship, and humanitarian causes. We believe that success means more when it’s shared.
Insurance products offered through World Financial Group Insurance Agency, LLC (WFGIA) and its affiliated agencies. Neither Stellar Financial Services & Leadership Development PLLC nor its representatives provide tax or legal advice. Please consult your own professional advisors for guidance specific to your situation.
