Jim Worfolk, CRPC®, Certified Senior Advisor (CSA)®

Jim Worfolk has been a financial advisor since 1997. He started his career with Morgan Stanley and, after spending 10 years there, joined Thrive Wealth Advisors (formerly Krekeler Brower Wealth Advisors) in 2008. Jim’s primary focus is to help clients create financial plans that will help them address both their short and long term goals. He also helps clients determine which income strategies better fit their needs during retirement. Another focus of Jim’s is to be an educated resource for client caregivers as they navigate the often difficult period of time taking care of their elderly parents while continuing to work and raise a family.

Jim and his wife Nancy have been married for over twenty nine years and have three children. He leads a very active life outside the office where he cycles, kayaks, and is an avid summertime gardener seeking to grow the best tomatoes in northern Virginia. 

Certified Senior Advisors (CSAs)® have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business. Be sure you completely understand what those licenses, credentials, and education signify. The CSA certification alone does not imply expertise in financial, health, or social matters. For more details visit: www.csa.us