Gene Jester, CFP®, CPWA®, CRPS®
Director
919-918-2850
C. Gene Jester formed The Jester Group more than 30 years ago and cares for clients with service, stewardship and imagination.
David Jester, CPWA®
Vice President
919-918-2900
David Jester, a former teacher, is a clear communicator who strives to help clients build bridges from their present to their future.
Tracie Legg
Senior Client Specialist
919-918-2850
Tracie Legg is devoted to the team’s clients and has been providing the very best service for more than 25 years.
Shelby Hall
Client Assistant
919-918-2850
Shelby Hall is a former trainer and UNCW heptathlete who understands the importance of goal setting and self-discipline.
Brendan Knoflicek
Client Specialist
Brendan believes in creating meaningful relationships with clients so that we can do our best work. This commitment hinges on honesty, investing time, and genuinely caring about outcomes for clients.