Experience Makes all the difference

Jim currently lives in Lake Oswego with his wife Tracy and has three children.  He is a huge MIT football team and CMC golf team fan.

Accomplishments

  • Certified Investment Management Analyst (CIMA®)
  • Chartered Retirement Plan Specialist (CRPS)
  • Certified Public Accountant - Inactive

Education

  • The Wharton School of Business - University of Pennsylvania IMCA CIMA Program
  • B.S. Accounting, Oregon State University

Licenses

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 66, Investment Advisor Representative & Uniform Securities State Agent

Personal & Community

  • BSA Leader and Eagle Scout

Registered States:

AK, AZ, CA, CO, DC, FL, HI, ID, IL, IN, MA, MD, ME, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA, WI