After his career as a professional athlete, Jim began working in the financial services industry in 1982. As a Financial Advisor he takes great pride in being a trusted advisor and friend to his clients to create, manage and execute customized investment plans that help them take advantage of opportunities and address the challenges at each life stage.

 

In addition to Jim’s decades of experience as Financial Advisor, he has earned the Accredited Asset Management Specialist (AAMS®) professional designation. To earn his AAMS® he completed a program covering investment planning topics such as asset management; asset allocation; investment strategies; risk, return and investment performance. This combination of experience and focused training allows him to provide clients with personalized advice and guidance.

 

Jim and his wife Vicki are committed to their community and giving back. In addition to their involvement with their church, they volunteer at a program that provides meals to seniors who are unable to purchase or prepare their own. They are also heavily involved in a program in Mexico that helps rescue children from sex trafficking and provides them with the resources and education needed to help rebuild their lives. Jim and Vicki live in El Dorado Hills and have 3 grown children and 6 grandchildren. Away from work, Jim and Vicki love to spend time traveling, often with friends. In addition, Jim spends time in his shop working on woodworking projects.


California Insurance License Number 0628291, Resident State CA