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    Chef for 25 years and makes his own cured meat & cheeses

    Went to the Culinary Institute of America

    American & World History buff

    Loves listening to music

    Managing Vice President of Trilogy’s Irvine Office

    Will video conference with clients to make it easier

    Get to Know Jim

    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. 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.

    Now with nearly two decades of experience, Jim is a Registered Principal affiliated with LPL Financial with which he holds Series 6, 7, 24, 51, and 63 registrations. He holds the Series 65 registration with Trilogy Capital and also holds a Life and Health Agent License. Jim is also a part of Dave Ramsey’s SmartVestor Program for financial planning and investing.

     

    *The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL Financial.

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    Experience the Trilogy Difference

    We believe that real Life Planning is progress, not perfection.

    Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

    Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

    Call Us To Get Started. (844) 356-4934