Our Team
Team

How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Executive
James Dean
President
James Q. Dean was born in Sanford, NC and comes from a family of high expectations centered on Faith, Education, Hard work and Community Service. James is married to Kamille Dean, his college sweetheart. He has three children –...
Aurora Turner
Senior Director
Aurora Turner’s passion is empowering business leaders through strategic planning and training. At JD Financial Group she uses market research tools and analysis to generate insights that drive value and revenue while enriching...
Kathryn Addo, J.D., M.Div., Th.M.
Senior Director
(336) 750-0818
Dr. Kathryn Addo is an experienced business consultant who helps nonprofit and for-profit businesses develop and expand their community impact. She holds a Juris Doctorate degree from North Carolina Central University School of Law,...
David Neeley
Senior Director
(704) 554-6536
David grew up in Macon, Georgia and graduated from Mercer University. He's an avid supporter and mentor with Big Brothers Big Sisters of Greater Charlotte, the Gaston Arts Council and serves as president of the Mercer University...
Alafair Davis
Senior Director
Alafair was born in Wilmington, Delaware and graduated from Concord High School. A fun fact about her is that she placed "2nd Chair" Soprano for the entire state in her love of singing. Shortly after, she moved to...
Development Team
Advisors


