Comprehensive Financial Planning
About the Financial Advisor
Jim believes the best approach is to listen to a client’s concerns, develop and implement a plan, and then monitor the progress for the future. He uses the “fee model” (RIA) approach with 99% of his clients. Jim believes in maintaining a high level of quality client service.
He focuses on serving his clients in CA, CO, DE, FL, IN, MA, MN, NE, WA, and WI.
Jim serves his clients by helping them invest in the process of financial planning.
Education and Designations
- St. Thomas University, Bachelor’s Degree, Psychology and Theology
- CFP® – CERTIFIED FINANCIAL PLANNER™
Jim enjoys being an active fan of the Minnesota Twins. Him and his wife have two children and pets.