Jim has spent his entire multi-faceted professional career focused on client experience. After 25 years in the hospitality industry as a Chef, Jim chose to transition into the financial industry in 2001 due to a desire to serve people on a grander scale. Partnering with Trilogy early in his financial career made sense when he realized their client-centric philosophy matched his own. To this day, he continues to focus on the client experience, working and coaching his clients to make the right decisions that pave the way to their financial independence.

Who I Do My Best Work For…

Jim works with Baby Boomers (those born between 1946 and 1964) who are either retired or nearing retirement.  Jim serves those that have been diligent savers and have a nest egg of at least $500,000.  Jim can answer questions such as:

1. 1. Will I be able to have a fun and active lifestyle during my retirement and not run out of money?
   2. Am I paying the least amount in taxes? We all want to pay our fair share but we don’t want to leave the IRS a tip.
   3. Will I be a burden to my children or my family should I have advanced medical needs as I age?
   4. Do I need a trust or do I need my current estate plan reviewed?
   5. How will my current and future cash flow survive a volatile or bear market?

If you have these or other questions/concerns that keep you up at night, please contact Jim for your no-cost 15-minute introductory phone consultation.

Jim has over two decades of experience in the financial services industry. He is solely an Investment Advisor Representative of Trilogy Capital, and not affiliated with LPL Financial.