We’ve known Jim personally for over 10 years. Jim’s sage financial advice and strategies for managing of our investments for long-term financial stability has made a huge difference in our comfort and confidence in our financial future.
Jim has given us a new perspective and sense of hope and balance in our portfolio—and especially in the face of a wicked market and tough economic times. When it comes to managing investments with our life goals in mind, we look to Jim for astute and on-point advice to maintain our secure financial health in the future. His expertise, strategic view and professionalism in managing our investments has been–bar none–the best we have ever had. We can’t say enough about Jim being a top professional in this field. His ability to think global, yet work local for his clients puts him at the top of our list of a professional we can trust, who is responsive, and incredibly knowledgeable.