Thoughtful stewardship for every stage of life's financial journey.

Founder, President

Jim founded Wealth Advisors of Raleigh, Inc. in 2006 with a simple belief: financial planning services should be built on integrity, trust, and lasting relationships. Helping clients navigate life's most important financial decisions isn't just his profession; it's his passion.

Long before becoming a financial advisor, Jim spent 17 years building and operating a successful dry-cleaning business. As a business owner, he understands the challenges entrepreneurs face and the necessity of thoughtful investment advice. Following the sale of his business in 1995, he began his career as a financial advisor with Equitable, where he worked for 10 years before becoming independent; this shift allowed him to offer wealth management services in that truly reflect his core values.

Today, Jim works alongside individuals, families, and business owners, helping them make confident financial decisions with the experience, perspective, and personal relationships that have defined his career for more than three decades.

Associate Advisor

Andrew joined Wealth Advisors of Raleigh, Inc. in January 2026 as a Registered Representative and Investment Advisor Representative. As a father of two, he enjoys spending time outdoors with his family, discovering new music, and in 2015 completed a thru-hike of the Appalachian Trail—an experience that reinforced his belief that meaningful goals are achieved one thoughtful step at a time.

His career has taken him from working as an Independent Licensed Electrician to serving as an Executive Management Consultant for Fortune 100 organizations. Throughout this journey, he gained valuable insights into financial planning services, developed a keen eye for detail, and cultivated the ability to simplify complex challenges with empathy and clarity.

Andrew is excited to continue learning from his mentor, Jim, while also upholding the client-first legacy of Wealth Advisors of Raleigh. He looks forward to providing exceptional investment advice and contributing to the financial well-being of his community for many more years to come.

Client Relations

Barbara has been an integral part of Wealth Advisors of Raleigh, Inc for more than a decade, providing clients with the thoughtful communication, dependable support, and personal attention that define the firm’s approach to financial planning services.

Her career has included teaching, accounting for a large construction company, and years of dedicated service through her church. These experiences have shaped her genuine love for helping people, building meaningful relationships, and ensuring every client feels welcomed and cared for while receiving tailored investment advice.

Barbara believes the little things matter in wealth management. Whether answering a question, coordinating an appointment, or offering a reassuring voice on the other end of the phone, she is committed to making every client experience a positive one.