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  2. About
  3. Our Team

Our Team

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Our team specializes in meeting the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work optional lifestyle and have the desire to secure a family investment legacy.


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Jim Yent, ChFC, CFA

Wealth Architect

Jim graduated from Yale University where he was the captain of the basketball team, a member of Skull and Bones, and a singer in the Yale Whiffenpoofs. Jim provided technology consulting to banks, brokerage and insurance companies for 20 years before kidney dialysis caused an early retirement. Blessed with a kidney transplant, he joined Teresa’s business in 2002 with a keen eye for investments, research, wealth management and panoramic retirement planning. He is a Chartered Financial Consultant and a charter holder from the CFA Institute who enjoys educating and assisting clients achieve their goals for financial freedom and fulfillment in retirement.

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Teresa Yent, ChFC, CLTC

Dreamweaver

Teresa’s career started in 1997 in insurance that included Medicare Supplements, Long Term Care and Fixed Annuities. Jim joined her business in 2002 with wealth management and retirement planning. Teresa became a financial advisor earning her ChFC and CLTC and loves their focus on comprehensive retirement planning. It is important for Teresa to be an independent financial professional which allows her the freedom to find the best solution for clients. Teresa has many passions in her life. Working with the love of her life daily is the best!

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Kyle Beals, ChFC, CLTC

Director of Client Services

Kyle has been an investment advisor since 2000. Originally from Syracuse NY, Kyle worked for MetLife Securities directly out of college. He earned his MBA and is also a Chartered Financial Consultant. At Golden Years Advisors he enjoys working directly with clients and working behind the scenes as a Paraplanner and an Operations Specialist. He assists Jim and Teresa with the management of client portfolios. He enjoys the interaction with clients while providing expert client service.

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Caroline Eggleston

Executive Assistant & Director of Marketing

Caroline is responsible for the office management and marketing for Golden Years Advisors. She coordinates the firm’s educational and client events, handles compliance requirements, and welcomes each client as they arrive. Her favorite part of her work is getting to know the clients, their families and hear about their travel adventures. Caroline is a Raleigh native and graduated from Meredith College.

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1601 Jones Franklin Road Suite 102
Raleigh, NC
27606 USA

  •  Tel: (919) 755-4889
  •  Fax: (919) 755-1497
  •  teresa@goldenyearsadvisors.com
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Jim and Teresa Yent are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Golden Years Advisors is not affiliated with USA Financial Securities.

Being a member of the Better Business Bureau or Financial Services Institute does not imply a certain level of skill or training.

Jim Yent and Teresa Yent are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: (Jim: CA;FL;MD;NC;NY;UT;VA) (Teresa: NC) For investment advisory services these states include: (Jim: CA;CT;FL;MD;NC;SC;UT;VA) (Teresa: NC) Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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