About The Advisors

James A. Bales has been in the Financial Services industry for over 19 years.  Before becoming an independent Advisor in 2001, Jim worked with Equitable/AXA Advisors for seven years.  He 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).  He is a past President of the Virginia Peninsula Association of Insurance and Financial Advisors.  Jim is a member of the Million Dollar Round Table, The Premier Association of Financial Professionals.®   Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.   Since 2001 Jim has qualified for The Million Dollar Round Table, Court of the Table and Top of the Table designations.  Jim is married to Diane Stout Bales, and they have 2 children: a son Jacob, who has joined the firm, and a daughter, Caroline. 

 

Jacob Bales joined the company in 2013.  Jacob is a fully licensed Registered Representative with Series 7 and Series 66 certifications.  He is a co-advisor to Jim, assisting in planing, research, and advising.  He is also the Social Security specialist in the office.  Jacob graduated from the University of Virginia in 2011.  He and his wife Lauren brought a new son, Nathaniel, to the family in September 2014.