Testimonials

One thing I’ve always appreciated about Jim is that he seems to live the life he sells you. By that I mean that security for the family comes first. And really, what else is money about?

Kent B.

I have been drawn to Jim because of his integrity, honesty and positive outlook on life that has never wavered during these past 20 plus years of association. Throughout life we are always looking for people we can look up to and completely trust — whether with family or finances — Jim is one of those people.

Jay B.

We would recommend Jim to anyone we know. He is both honest and trustworthy. He is careful to explain everything he does so we feel comfortable with our financial decisions.

Shirley J.

Jim does not have a cookie cutter approach. Rather, he listens to what I want and finds the right financial instrument to meet my needs. I am so thankful for Jim’s advice and plan on staying with him for the long haul.

Shauna S.