James Worfolk

Coming from a family of teachers, I thoroughly enjoy working with clients to guide them through the process of planning, selecting, implementing, and monitoring investment solutions to help them achieve their long-term goals. Each relationship is unique and special and I take much pride in providing the very best service possible. I have been a financial advisor since 1997 first with Morgan Stanley for 10 years then joining Thrive Wealth Advisors (formerly Krekeler Brower Wealth Advisors) in 2008.

As our clientele has evolved, I have noticed a greater need to become a valued source of information on eldercare services and solutions for clients and caregivers. I hold the Certified Senior Advisor designation and help those in need navigate the often-difficult period of time taking care of their loved ones while continuing to work and raise a family.