Jim is a lifelong resident of North Carolina having spent his childhood in Winston-Salem, and the past 30 years in the Raleigh area. He and his wife, Sandy, currently reside in Apex, North Carolina, with their son, Nathan, and their dog, Buddy, who is named after the great blues guitarist, Buddy Guy. Their oldest son, Andrew, a recent graduate of Furman University, resides and works in Greenville, SC.
In his leisure, Jim enjoys playing golf with his son, Nathan. He is a member of Prestonwood Country Club and Jim's dream is to one day play Augusta National, the home of the Masters. Jim loves listening to all types of music, from southern rock to blues. Some of his favorite artists are Lynyrd Skynyrd, Stevie Ray Vaughan, The Eagles, and B.B. King.
Jim is an avid North Carolina State Wolfpack fan and supporter. He enjoys tailgating each fall with 20 to 30 of his Wolfpack friends during football season. When he is not reading financial journals, Jim enjoys reading about the Civil War and biographies about America's great leaders.
As a member of the Apex Band Boosters, Jim can be found in the fall with his family helping the Apex High School Marching Band pit crew at Apex football games and marching band competitions.
Active in his community, Jim attends Apex United Methodist Church. He is a member of the Cary Chamber of Commerce and is a past president of the Cary Central Rotary Club. Jim enjoys heading up the club's scholarship committee and serving on the Needy Family project committee. Jim is past president of the Raleigh Association of Insurance and Financial Advisors and is a past recipient of the organizations “Advisor of the Year” award. Jim also serves on the board of directors for Life Experiences, a local nonprofit organization that employs adults with development disabilities.
As president and founder of Keystone Financial Partners, Jim is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified in Long-Term Care (CLTC), and most recently earned his Accredited Investment Fiduciary (AIF®) designation. A veteran of the financial services industry with more than 30 years of experience, he has demonstrated a consistent ability to help protect and grow the hard-earned assets of his clients, many whom have experienced major life changes including retirement, divorce, or the loss of a spouse.
Jim is a member of the prestigious Summit Study Group. The Summit Study Group binds creative, innovative, hardworking, and growing financial service professionals together for semiannual meetings. The purpose is to provide mutual support and growth in an educational context where he can broaden his perspective of the financial services industry and stay on the cutting edge of advanced planning strategies.
Jim graduated from North Carolina State University with a bachelor's degree in Business Management. He is a member of the Financial Planning Association (FPA) and the Wake County Estate Planning Council. He is also the founder of the Senior Resource Alliance of the Triangle.
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are certification marks owned by the Certified Financial Planner Board ofStandards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.