Chris is a CERTIFIED FINANCIAL PLANNER™, a Certified Public Accountant and a Certified Kingdom Advisor®. After working in the tax department of a national CPA firm and for the N.C. Department of Revenue, Chris founded his CPA practice in 1981 based on integrity, confidentiality, and an extraordinary commitment to each client. In 2000, Chris founded Carolina Financial Advisors, Inc., where he specializes in investment management, tax and estate planning, philanthropic counsel, and comprehensive financial management services to clients and their extended family members in a relationship based on honesty, advocacy, and trust.Chris is married to Betsy Duke Jones and they are the parents of two children, Christopher Jones and Melissa White, and grandparents of two grandchildren.

Bill has extensive experience providing financial and wealth management advice and services. A business graduate of the University of North Carolina at Greensboro, Bill joined Carolina Financial Advisors in 2017. Prior to joining Carolina Financial Advisors, Bill served 8 years as a Financial and Retirement Plan Advisor at Raymond James. Bill also served 6 years at Merrill Lynch as the Retirement Plans Specialist for Greensboro, NC. As a Chartered Retirement Plans Specialist ^® and a Chartered Retirement Planning Counselor®, he specializes in helping businesses establish customized retirement benefit plans, built around the specific goals and desires of the business. Bill also focuses on financial and investment solutions for individuals.

As a CERTIFIED FINANCIAL PLANNER™ David has been dedicated to providing exceptional service to his clients since 1989, utilizing a holistic approach to financial planning and investing for corporations and families alike. A graduate of The University of North Carolina at Greensboro, with a degree in Management, David recognizes the importance of continuing education and has earned the distinction of holding the professional designation of Certified Financial Planner™ (CFP^®), and Certified Kingdom Advisor (CKA®).  David has served as past PAC Chairman and President of the Greensboro Chapter of The National Association of Insurance and Financial Advisors and was recipient of the 2011 W.H. Andrews Member of the Year Award. Other professional memberships include The Estate Planning Council, Society For Financial Service Professionals, and Greensboro Kiwanis Club.

Prior to joining Carolina Financial Advisors, Patrick began his career in wealth management at Merrill Lynch in Raleigh, NC. There he focused on serving individuals and families by helping them develop comprehensive financial plans centered around their needs and interests.

Patrick is a Certified Retirement Planning Counselor, an area of expertise that helps his clients successfully manage their money in preparation for retirement. He also holds a bachelor's degree in marketing from Clemson University.

As a native of Greensboro, Patrick is enjoying being back in his hometown. When not in the office, he spends his time with his growing family, playing golf, skiing, or fishing.