Strongtower Financial

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Mar 11th
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Home Company Information Staff Profiles
Staff Profiles

Who is Strongtower? 

When you choose Strongtower Financial, you’re choosing direct access to experienced professionals in the financial services industry. But we’re more than industry professionals, we’re individuals with a passion for serving faith-based organizations and individuals.

We would like to introduce you to some of the key leaders in our organization.
Jim Overholt, Chief Executive Officer

James H. Overholt - President and Chief Executive Officer

Mr. Overholt joined Strongtower Financial in 2006, bringing with him more than 25 years of experience in the financial services industry. During his career, he has served as the chief executive for some of the largest and most successful companies in the financial industry. In addition to his extensive investment, insurance and capital management experience, he has always been active in ministry including most recently serving as the Executive Director of Mission America Coalition.

Mr. Overholt has earned his FINRA Series 62 and 24 licenses.

 

Kathy Westlake, Chief Compliance Officer

Kathy S. Westlake - Chief Compliance Officer

Ms. Westlake joined Strongtower Financial in 1979 and has held roles of increasing responsibility throughout her tenure.  As chief compliance officer, she manages registrations for the firm and representatives, monitors regulatory updates and changes, and handles continuing education for the Company's registered representatives.

Ms. Westlake earned a degree from Fresno City College.  She has earned her FINRA Series 7, 11, 24, 62, 63 and 65 licenses.

Joseph Turner, Regional Vice President Financial Services

Joseph W. Turner - Regional Vice President (Financial Services)

Mr. Turner joined Strongtower Financial in February of 2007, bringing with him just over 18 years of experience in the financial services industry. After spending two years in banking, Mr. Turner spent the next 8 years building a financial services practice. In 1997, he transitioned into the Managing Director role for a Fortune 100 financial services company. Mr. Turner is involved with several Church ministries, including The Good News Club, an on campus Bible Study for children in the Clovis Unified School District.

Mr. Turner holds the following registrations: FINRA Series 7, 6, 65, 63, 24, 51 and the California Life and Disability license. He also is licensed in 16 other states. Mr. Turner is married and has two children.