Meet The Team
The mission of The Journeys Group is to help successful families, farmers, and other business owners navigate — with confidence — the roadmap of your life, your finances, and your legacy. Since our firm was founded in 2002, our team has been committed to making a real difference in the lives of our clients, with straightforward, caring advice and guidance.
George Pate III, CFP®, CLTC
George graduated from Wake Forest University in 2017 where he served on leadership for the Wesley Foundation. He began his career in financial advising in 2018 after working for a year in the research field at Wake Forest Baptist Health. He is licensed in life and health insurance and securities and has completed the requirements and received the Certified Financial Planner designation. In his spare time, he enjoys scuba diving with his father, hiking, traveling, and cheering on the Deacons in football and basketball.
Jessica graduated from DH Conley High School in the year of 2000. She began working for The Journeys Group in 2020 as the Client Services Representative. Jessica has two lovely children named Makenzie and Kloe. In her spare time, she enjoys watching movies, spending time with her family, and spending time with her pet beagle Millie.
Makenzie graduated from Washington High School in 2020, where she served on the National Honor Society Association. Upon graduation, she enrolled in Pitt Community College to pursue a career in Business and plans to transfer to a four-year university to achieve a bachelor's degree and work as a financial advisor for The Journeys Group. She began working with The Journeys Group in 2021 as the marketing coordinator after completing marketing classes at Washington High School. In her free time, Makenzie enjoys traveling, going to the beach, and spending time with her friends and family.