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.
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.
Teresa Yent, ChFC, CLTC
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!
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.
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.