Team

How We Work

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@jdfinancialgroup.net

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 –...

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Aurora Turner

Senior Director

turner_aurora@nlgroupmail.com

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...

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David Neeley

Senior Director

(704) 369-6247

(704) 554-6536

neeley_david@nlgroupmail.com

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...

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Alafair Davis

Senior Director

(336) 793-4330

davis_alafair@nlgroupmail.com

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...

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National Life Group Advanced Marketing Attorneys/Specialists 

Matt Ryan

Matt Ryan, JD*

Assistant Vice President

Louise  Peach

Louise Peach, MBA

Advanced Marketing Specialist

David Hayward

David Hayward, CLU, ChFC, FLMI

Advanced Marketing Specialist

James Baumann

James Baumann, CLU

Advanced Marketing Specialists

Jim Moseley

Advanced Marketing Specialist

                               Development Team

Greg Winsper

Greg Winsper, CLU

Field Development & Training, National Life Group

Lee Revels

Lee Revels

Annuity Director, National Life Group

Stephen Wallach

Stephen Wallach

Life Trainer Specialist, National Life Group