General Info

Jim has developed and refined a process that provides customized financial planning solutions designed to help his clients accumulate, protect, and distribute wealth. This process starts with open and honest discussions about goals and expectations. After implementation of the plan, he is committed to an ongoing management and communication practice that revolves around frequent updates and continued discussions as his clients’ lives evolve. Jim is passionate about sharing financial literacy that helps his clients understand the solutions they may need to help them achieve their long-term goals.