Jim has served clients as a Financial Advisor since 2002.
He believes that truly understanding his clients’ financial position, aspirations and concerns is paramount in becoming their trusted financial partner. He is committed to delivering objective, sound advice through a consultative Wealth Management process. His investment philosophy is a disciplined, yet flexible, process of implementing tactical investment themes within a diversified portfolio context. By way of careful analysis and regular review sessions Jim’s advice encompasses a wide range of areas including:
-Investment Portfolio Management
-Credit and Lending Strategies (both personal and commercial)
-Insurance Planning and Trust/Estate Planning Services
-Qualified Retirement Plan consulting for businesses
In 2008, he earned the Accredited Asset Management Specialistsm (AAMS®) designation from The College for Financial Planning. This course of study and exam focuses on the process of developing investment strategies for individuals, business owners and corporate executives.
He holds a BS Degree in Business Management as well as his Series 7, 66 and Life and Health insurance licenses. He has lived in Las Vegas with his wife and twin daughters since 1994. He enjoys golf, live music and spending time with his family.