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Our Work in the Community

We are grateful to work alongside a few wonderful organizations in our efforts make a lasting impact on our community.

Thank you Chatham Habitat For Humanity for a very meaningful day filled with hard work!

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The Jester Group

We promise to bring the best practices of wealth management to our work with you. We promise to never lose sight of the fact that our relationship with you is bigger than numbers. Our vocation is to be your partner; to build an enduring relationship based on trust and integrity.

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25 Years!

To all of our clients who helped us celebrate Tracie's 25th year, we say

THANK YOU!

We are all so lucky to have her in our lives. 

Tracie, you are the HEART of our team!

-The Jester Group

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Rootrock Trail Run


We are proud to sponsor our next Roadless Races event in October. The Rootrock Trail Run features 5K, 10K, and Half-Marathon options. For our part, we will donate 3$ for every registered runner to the Haw River Assembly. Hope to see you on the trail!

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