Broker Check

Our Mission

As LPL Financial Advisors, we create personalized, custom investment strategies to help build, preserve, and transfer client’s wealth. From personal asset management to financial planning, we are committed to helping individuals, couples, families, and business owners work towards their goals.

“We Create Long-Term Partnerships That Help Foster Confidence”


1. Find the Trend – We determine the health of the market overall, and determine what sectors and asset classes are leading the trend

2. Determine the Tools – We monitor an eclectic group of best-in-class, non-proprietary investment vehicles that best fit the trend and your goals.

3. Test the Method – We utilize proven, long-term models to increasee our disciplined buy and sell strategy

4. Track and Monitor – We monitor large, institutional trading activity (“The Big Boys”) to enhance the investment entry and exit decision process.


Our Firm has been helping people work towards their financial goals for over 20 years in the securities industry. Jim’s specialties include comprehensive financial planning, custom portfolio management, and capabilities for high net worth business owners, families, and individuals.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Have a Question?

Thank you!