PROFESSIONAL PROFILE

About Jim

Jim takes pride in developing effective personal and professional relationships with his clients by offering a personalized approach to professional investing. Jim has the knowledge and experience necessary to educate clients about their portfolios and develop an investment plan according to their goals and objectives. Jim’s areas of experience include working with business owners and top executives to provide comprehensive Wealth Management. He holds Series 6, 7, 31, 63, and 65 Securities Licenses, and Life and Health Insurance Licenses. In addition, Jim holds a Chartered Retirement Planning Counselor Designation from The College For Financial Planning. Prior to his financial services career, Jim provided financial software consulting to mid-sized businesses to improve operational efficiencies, cash-flow and compliance related issues. Jim studied Political Science and History at the University of South Carolina and Meteorology at the College of the Air Force while serving in the United States Marine Corps. Jim is active in the community, volunteering his time teaching financial education to those less fortunate.

Jim's Mission Statement

My mission is to help my clients determine their personal financial needs and goals and to manage their money to meet those goals. I build relationships that last a lifetime, and by becoming their trusted advisor, I help my clients find solutions to life challenges in addition to helping manage their portfolios. I conduct my business in an intelligent, ethical, proactive, and service-oriented manner. I want my clients to rest easy; they will hear from me in both good times and bad. I constantly endeavor to improve the quality of my advice and service. I will never lose sight of how important my clients’ trust in me is because I know that trust and confidence must be continuously earned.