Christopher Jones is a CFP® with 13 years of industry experience and a CPA since 1982. He is a principal at Carolina Financial Advisors, Inc. in Greensboro, NC. Outside of his advisory work, he is involved in management consulting and accounting for two self-storage businesses. Carolina Financial Advisors, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, retirement plans, and non-profit organizations. The firm emphasizes preservation of principal through quality and diversification, employing both fundamental and technical analysis, and offers a Values Based Investing option aligned with traditional Christian values.

William Poland is a CFP® professional with 23 years of industry experience, currently serving at Carolina Financial Advisors, Inc. since 2017. He has prior experience with Raymond James Financial Services and Beacon Capital Advisors. Poland is also the owner of an insurance agency, Dries Poland Insurance, where he serves as president. Carolina Financial Advisors provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, corporations, and nonprofit organizations. The firm offers Values Based Investing portfolios aligned with traditional Christian values and employs a range of investment strategies while emphasizing preservation of principal and diversification.

Patrick Williford is a financial advisor at Carolina Financial Advisors, Inc. with six years of industry experience. He previously worked at Merrill for four years and Pure Fishing for three years. Williford holds the Series 66 designation. Carolina Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, pension and profit-sharing plans, and nonprofit organizations. The firm offers Values Based Investing portfolios aligned with traditional Christian values and employs a range of strategies emphasizing preservation of principal, quality securities, diversification, and varied analytical approaches.

David Belk is a CFP® professional with 26 years of industry experience, currently serving at Carolina Financial Advisors, Inc. He has held roles at Old North State Trust Company and Financial Security Management, Inc., and is president and owner of Belk & Associates DBA Belk Financial Group, where he manages life insurance and related financial products. Carolina Financial Advisors, Inc. provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, retirement plans, and nonprofit organizations. The firm focuses on preservation of principal through quality and diversification, employing both fundamental and technical analysis, and offers a Values Based Investing option aligned with traditional Christian values.