The people behind your plan.
"We're not just advisors — we're partners in your financial journey."
Jacob Rice
Founder & Wealth Management Advisor
Jacob grew up in Kernersville and studied Finance and Business Administration at UNC Greensboro. He’s spent more than a decade in financial services, focused on wealth management and retirement income planning. He lives in Oak Ridge with his wife Kristen, his high school sweetheart, and their three children, Parker, Everly, and Ellie Kate. He’s a member of Parkview Primitive Baptist Church, and you’ll find him turkey hunting or on the water when he’s not at the office.
Elijah M. Rice
Operations Manager
Elijah grew up in the Triad and earned his finance degree from UNC Greensboro. He worked in banking and IT recruiting before joining his brother’s practice in 2020. He handles the operational backbone of the firm, the follow-through that makes a plan more than a document. He lives with his wife Jordan and their son River, and serves as Pastor of Parkview Primitive Baptist Church.
Jessica Mack
Director of Client Relations
Jessica grew up in Burnsville and moved to Kernersville a decade ago with her husband Ben and their three children. She came to us from operations and project management, with earlier leadership experience as a preschool assistant director. She’s the reason things don’t fall through the cracks, and usually the first friendly voice you’ll hear.
What Do These Credentials Mean?
CFP® — Certified Financial Planner
Completed extensive coursework and a comprehensive board exam covering the full scope of financial planning, and must meet ongoing ethics and continuing-education requirements to keep the designation.
CLU® — Chartered Life Underwriter
Specialized training in life insurance and estate planning, focused on protecting a family or business against financial risk.
ChFC® — Chartered Financial Consultant
Completed in-depth coursework in financial planning, insurance, income tax, and estate planning — comparable depth to a CFP®, with a different course and exam structure.
RICP® — Retirement Income Certified Professional
Specialized training in building a retirement income plan — Social Security timing, withdrawal strategy, and managing income for the rest of a client's life.