The NC Board of CPA Examiners licensed Jim as a CPA in September of 2000. In addition to being a CPA, Jim also holds the Personal Financial Specialist (PFS) designation. The American Institute of CPAs awards this designation to practitioners possessing special knowledge of the financial planning field. The Certified Financial Planner Board of Standards licensed Jim as a CFP"R" in September of 2009.
Jake was born in Jacksonville, Florida. His family relocated to Fuquay the summer before he entered the 3rd grade. Jake still resides in Fuquay with his wife Amanda. They are currently expecting their first child. Jake attended Fuquay Varina High School and went on to graduate from Campbell University in May of 2006. He began employment with Ball & Minor, CPA, PA while he was attending Campbell University. The NC Board of CPA Examiners licensed Jake as a CPA in March of 2008.