After more than a decade of experience working with his clients, Jim knows that for him advising clients is more than a career; it’s a calling. By matching a client’s needs with our innovative solutions, Jim has earned the trust, respect and friendship necessary to help make a difference in his client’s financial lives. He strives to help people achieve financial independence through a lifelong process. This process begins with asking the important questions, and establishing the foundation of a solid financial strategy, while maintaining the flexibility that today’s evolving financial world demands. Jim’s talent and dedication to the industry has extended beyond serving clients to his role as a leader and mentor in the firm. He works with multiple associates in the firm to develop their practice and assist their clients in achieving their goals. As a result, Jim has been recognized multiple times as a Leading Sales Manager with Signator Investors, Inc., has received numerous awards within the firm including the "Innovator Award", and "Associate of the year". His team members have been locally recognized as New Associate of the Year several times since he joined the firm.I am licensed to sell Insurance Products in the following states: AL, AZ, CO, FL,GA, ID, KY, LA, MN, MO, NC, TN,TX,VA, WII am licensed to sell Securities in the following states: AZ, FL, GA, ID, TN, NC, MO, LA, MN, CO, WI Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.