About Us

We are a financial advising team primarily focused on a select group of very successful, professionals, business owners and people who value advice. We want to know what matters to our clients and why. We want to know your story and learn how we can contribute to it.

Jim has been with Edward Jones, in the same office, since 2002. Kirke joined the team in 2012 and Caroline, Jim's daughter, started working with us in 2024. We all call this area home, and have been actively involved in the Franklin County and Wake Forest area communities for over two decades.