About The Advisors

James Bales has been in the Financial Services industry since 1994. Before becoming an independent Advisor in 2001, Jim worked with Equitable/AXA Advisors. Jim is a Registered Principal and Branch Manager for Centaurus Financial, Inc. His designations include Registered Financial Consultant (RFC) and a Life Underwriters Training Council Fellow (LUTCF). 

Jim is a past President of the Virginia Peninsula Association of Insurance and Financial Advisors and is a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals.® MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. Every year since becoming an independent advisor, Jim has qualified for one or more of the following MDRT designations, Million Dollar Round Table, Court of the Table or Top of the Table.

Jim is married to Diane Stout Bales. They have two children: Jacob, who is an investment advisor with the company, and Caroline, who is employed by BASF SE, a multinational chemical company.


Jacob Bales joined the company in 2013. Jacob is a fully licensed Registered Representative with Series 7 and Series 66 certifications. Jacob is a co-advisor to Jim, assisting in planning, research, and advising.  Jacob is a proud holder of the CERTIFIED FINANCIAL PLANNER (R) designation (CFP).  He is also the Social Security specialist in the office.

Jacob is a graduate of The University of Virginia.  He and his wife Lauren have two sons, Nathaniel, born in 2014 and Owen, born in 2018.