“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.”
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 Firehouse Financial in 2023. Jim is a Financial Advisor through CUSO Financial Services, L.P. (CFS). He holds his Series 7 and Series 66. He is securities licensed in: AZ, CA, TN and TX. He is also insurance licensed in AZ, CA, TN and TX.
In his spare time, Jim enjoys working out, hiking, and grilling. His other passions include spending time with family, woodworking, watching and playing sports, traveling.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS does not provide tax or legal guidance. For such guidance please consult with a qualified professional.