Meet Your Investment and Retirement Advisors Team

Jim launched his career as a financial advisor in 1992. He is proud of the many highlights throughout his career that include company-wide recognition with Wachovia Securities as an outstanding performer in his first year, being recognized several times with BB&T as the “Best of the Best” during his tenure, and consistently being recognized as a “Peak Performer.”

He made the decision to start his own investment firm in 2011 with the goal of focusing on improving client services and creating deeper relationships with them. He wanted to provide more communication options and allow access to their account information both electronically and in-person. Jim is a North Carolina native and graduated from Davidson College in 1985. His wife, Sheila, works at Methodist University in town. Their son, Carr, is entering his senior year at Jim’s Alma Mater, and their younger son, Rett, is in high school at Terry Sanford. In his leisure time, Jim enjoys spending time with his family, hunting and watching sports.

With a career spanning over two decades in the financial services industry, Bonnie brings a wealth of expertise and dedication to her role in helping clients achieve their financial goals. Since entering the field in 2000, she has earned her Series 7 and 63 licenses (currently held with LPL), NC Life and Health Insurance license, as well as Certified Plan Fiduciary Advisor (CPFA) designation.

Her approach to financial planning mirrors her commitment to ultrarunning—a passion that parallels her professional philosophy. Just as ultrarunners navigate long and challenging courses with perseverance and strategic planning, Bonnie applies the same endurance and meticulous strategy to investing. She understands that both fields require resilience, patience, and a long-term perspective to overcome obstacles and work toward achieving success.

Outside of work and running, Bonnie enjoys a vibrant family life with her husband Michael. They are proud parents of Cody and Kayla, who have families of their own, and she cherishes the time spent with her four grandsons, who are the light of her life.

Bonnie’s blend of professional expertise, personal discipline, and family values ensures a well-rounded approach to both financial planning and life.

Lauren Haithcock is our LPL Registered Administrative Associate.  She began her career in the brokerage industry in 2010 and joined LPL Financial in 2024.  Her role is to manage all aspects of the team’s administrative efforts, as well as client service.  Lauren strives for excellence in serving our clients and assisting our team daily.  She manages a wide range of administrative matters, from account maintenance and service requests to our client communications.  She holds a bachelor’s degree in accounting from North Carolina State University.  Outside of the office, Lauren enjoys spending time with her husband, Will, and their two children, William and Harris.