Jim Worfolk has been a financial advisor since 1997. He started his career with Morgan Stanley and, after spending 10 years there, joined 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 best fit their needs during retirement. He keeps abreast of fixed income trends and changes in the annuity industry to provide guidance on portfolios where income streams are derived that seek to match client requirements for stability, duration and tax efficiency. 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 six years and have three children. He leads a very active life outside the office where he volunteers at Inova Fairfax Hospital, cycles, kayaks, and is an avid summertime gardener seeking to grow the best tomatoes in northern Virginia.