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 & Experience:
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 advice 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.
Minneapolis MN 55413