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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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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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Replay Available

Playback Available: Listen to Baird's Educational Planning Consultant, Jeannette Haen, VP discuss the current state of Education Planning.
Use password: 3UxPzRVh

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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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