E. James (Jim) Crisp, Jr. CFP®, AIF®, Chief Compliance Officer
Jim is a 30 year veteran of the financial services industry. Jim received his Certified Financial Planner (CFP®) certification from the College of Financial Planning in Denver, Colorado. He received his Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies in association with the Center for Executive Education Joseph M. Katz Graduate School of Business University of Pittsburgh.
Jim’s primary market is preparing and transitioning individuals into retirement. The earlier an individual begins the retirement planning process the more successful and comfortable their financial life will be in retirement. With extensive experience in the design and management of corporate sponsored retirement plans, Jim typically can utilize features that are available to employees inside their employer’s retirement plan that are otherwise unknown and not utilized. For individuals that are already retired he designs and manages custom portfolios that provide retirement income while preserving capital. Jim actively serves on various boards within the region.
Jim just celebrated his 30th year anniversary with his wife Susan. His passions outside of his wife and church are hiking, camping, fly fishing, and golf. When not involved in one of these activities you can probably find him riding his Harley on the Blue-Ridge Parkway with family and friends.
Jill Fletcher, CFP®, AIF®, Financial Advisor
Jill is a graduate of the Cameron School of Business at the University of North Carolina Wilmington. She is a CERTIFED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary® designee. She worked with Wells Fargo Advisors before joining Clearbrook Advisory Services in July 2012. She provides investment management and comprehensive financial planning services to individuals and families.
Jill’s primary market is working with young professionals to help them take control of their current financial situation and to create and implement a plan to help them reach both their short and long term financial goals.
Jill enjoys playing competitive tennis and is a USTA member. She is active in the community through both civic and religious organizations.
Melissa Smith, Operations Manager
Melissa has been in the financial services industry for over 20 years. She is a graduate of East Carolina University. Melissa manages client services and documentation management for the firm.
Melissa is an active member in her local community by sitting on both religious and civic boards. She enjoys spending time with her three grandchildren.