“I live daily quoting Benjamin Franklin ‘If you fail to plan, you are planning to fail’, and use it to help members create a financial plan for their future. With so many uncertainties, investors can face what seems like insurmountable financial challenges. I strive to guide our members on how to overcome these obstacles and work together on creating a custom strategy to fit their financial goals.”
Specialty
Jim uses his in-depth knowledge of DROP programs, Deferred Compensation Plans, and Retirement Rollovers to create holistic financial plans that reduce risk and protect assets. He provides members valued second opinions on existing portfolios, including tax-advantaged investing strategies, college savings, estate planning and intergenerational asset transfers.
Education and Experience
Jim studied Business Administration and Finance at Arizona Christian University, Phoenix. He has worked in the financial services industry since 2006 and joined Firefighters First Credit Union in 2023.
Jim is a Financial Advisor through LPL Financial. He holds his Series 7 and Series 66 licenses.
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