Since 1998, Jim has specialized in helping individuals and families build and manage long-term wealth.Jim works with people investing and preparing for retirement and other long-term financial goals.He also works with clients already living in retirement.Jim graduated from the University of St. Thomas with a B.A. Degree in Business Administration.Registrations held include Series 7, Series 63, Series 66 and Minnesota Life/Health.Prior to coming to Focus Financial, Jim was a Financial Consultant for Wells Fargo Investments, LLC where he managed over $50 million in client assets.
Services
I focus on really getting to know my clients, first seeking to understand their goals, dreams and visions for the future. I then work with them to devise a financial plan for investing and managing their investments.
I provide comprehensive, understandable financial advise using a balanced approach.
I view my role as helping to educate my clients on what options are available, implementing a plan and managing risk through diversification and asset allocation. Coaching, counseling and reviewing investment decisions on an on-going basis are all integral parts of the process.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
