Our Team People first. Finances second.

Jim Trull - CFP®
Founder of Keystone Financial Partners

Jim began his career in the financial services industry in 1980 and founded Keystone Financial Partners in 1997, following his desire to help others protect and grow their hard-earned assets. After over 40 years of guiding clients on their life path, it was time for him to turn his attention to his own future plans. As Jim made plans to step away from the day-to-day operations of the firm, he wanted to ensure there was a transition plan in place that would ensure continuation of the high level of service his clients deserve. Jim knew Pathfinder CEO Jason Wheeler for over 10 years and knew their firms shared a passion for client service and comprehensive financial planning. The partnership was a natural fit for both firms and Pathfinder acquired Keystone Financial Partners in September 2022.

A North Carolina native, Jim grew up in Winston-Salem and is a graduate of North Carolina State University. He and his wife, Sandy, have spent the last 35+ years in Apex, North Carolina. They have two adult sons, Andrew, a graduate of Furman University and Nathan, a graduate from North Carolina State University.

As Jim transitions towards a new lifestyle next year, his time will be focused on teaching classes and leading public speaking events on key financial topics. He also looks forward to spending more time with his sons and grandsons, taking photographs, and watching the NC State Wolfpack.

Professional Certifications, Licenses, and Designations:

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Life Underwriter®
  • Chartered Financial Consultant®
  • Certified in Long-Term Care
  • Certified Financial Transitionist™
  • NC Life Insurance Agent
  • NC Accident and Health Agent
  • NC Medicare Supplement & Long-Term Care Agent

Professional Affiliations:

  • Senior Resource Alliance of the Triangle, Founding Member
  • Financial Planning Association, Member
  • Financial Services Institute, Member
  • Resources for Seniors, Board Member
  • Cary Chamber of Commerce
  • Summit Study Group

Community Affiliations:

  • Capital City Camera Club (2015-Present)
  • Cary Photographic Artists (2015-Present)
  • Apex United Methodist Church (1990-Present)
  • Cary Central Rotary Club, Past President
  • Wolfpack Club

Your Pathfinder Team In Cary

About Chris
Chris Walsh
Partner & Wealth Advisor
CFP®
About Jim
Jim Trull
Founder of Keystone Financial Partners
CFP®
About Alex
Alex Greer
Financial Planning Associate
CFP®
About Karen
Karen Brock
Financial Planning Associate
CFP®
About Stephen
Stephen Neubig
Client Services Associate

Your Pathfinder Team In Wilmington

About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
About Jason
Jason T. Wheeler
CEO and Wealth Advisor
CFP®, AIF®, CLU®, ChFC®
About John
John B. Zachary
Partner and Wealth Advisor
CFP®, CRC®
About Maggie
Maggie Ernst
Client Services Manager
About Katie
Katie Ann Henderson
Marketing Director
About John
John Lohse
Portfolio Analyst
CFA®
About Ross
Ross Allen
Associate Wealth Advisor
CFP®, EA, ATFA
About Pantelis
Pantelis Miliotis
Associate Wealth Advisor
CFP®
About Chad
Chad Slate
Associate Wealth Advisor
AIF®
About Davis
Davis Byrd
Financial Planning Associate
About Lindsay
Lindsay Wright
Client Experience Coordinator