ABOUT US
Jim graduated from Rose-Hulman Institute of Technology with a degree in Electrical Engineering and served as a 1st Lieutenant in the U.S. Army. Following an 8-year career as a PGA golf professional, he spent 18 years a financial advisor with Wells Fargo Advisors. He holds his Series 7, 63, and 66 registrations and is licensed to provide risk management services using life and health insurance. Jim is a six-time Five Star Wealth Manager recipient (2017, 2016, 2015, 2014, 2013, and 2012).

Jim is still an avid golfer and enjoys spending time with his family and their dogs. He and his wife, Kristina, live in Loveland and are proud parents of their son, AJ.
OUR TEAM
We’ve dedicated our careers to delivering personalized investment planning services that our clients and their families deserve.
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals