As a CERTIFIED FINANCIAL PLANNER™ and licensed insurance agent with more than a dozen years of financial services experience, Jim brings a thoughtful, insightful approach to every client he meets. He takes the time to thoroughly listen and understand what's important to each person in terms of their lifestyle and financial needs.
Armed with this knowledge, Jim begins each relationship with an educational approach. He makes sure his clients understand the financial planning process and maintain realistic expectations. Only then does he recommend options and strategies that will help protect their assets –and put them on the path to achieving their lifestyle and financial goals. Then, he helps his clients implement these plans in the most cost-effective way possible.
A graduate of Francis Marion University in Florence, South Carolina and the Rochester Institute of Technology in Rochester, New York, Jim holds licenses in life, health and variable annuities. He also holds Series 7 and 66 licenses.
“I do a lot of listening about what's important because every member's needs are unique and their approach to investing and risk management is so varied. Understanding is the foundation for the long-term relationships I'm able to build with my clients.”
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Check the background of this investment professional on FINRA's BrokerCheck.