Jim is a seasoned investment advisor with a sound and practical strategy for investing. Having a seasoned investment advisor I believe is one of the strongest credentials for an investment advisor becuase they can help you remain consistent and on course with your investment strategy. Newer advisors often chase the newest strategy that is constantly entering the market which often has not been proven putting your hard earned money as the seed money to test new theories. I have trusted Jim by recomending several of my clients to him knowing that they will be given the industries best financial planning advice.
Jim is a long-time trusted advisor to my family. We appreciate his kind humor, his friendly knowledge and his devoted attention to our best interests
