For more than 23 years, Jim has been successfully delivering unbiased wealth management guidance and independent thinking to both individual and institutional clients. Jim enjoys the process of helping clients cast their own unique financial vision and implementing a coordinated and holistic wealth management strategy addressing financial, retirement, and estate needs. Jim has a B.S. in Business from the University of Missouri. He and his wife Christine live in Chesterfield, MO. with their five children. "When it comes to helping clients pursue their goals, my ears are my best resource."
Registered States:
AR, AZ, CA, CO, FL, GA, IL, IN, MA, MD, MO, NC, NJ, NV, NY, SC, TX, VA, WI, IA
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