Our Team

Jim's reasons for becoming a financial professional are deeply personal. He repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with his understanding of personal finance, coupled with training as a financial professional, he can help people better prepare for the future. After years in the business, he has developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.