Our Qualifications

Jim has been working with individuals and businesses in the area since 1996 and has extensive personal and professional experience.

He holds various professional designations, and is qualified to make available a variety of investment and insurance products.

Jim is dedicated to developing lasting relationships with all clients. He believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Jim is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.

I look forward to using my experience to help you pursue your financial goals.