Since 1977, Jim has been helping investors like you through the process of pursuing their financial goals so that they can focus on the most important things in life.
With the insight and industry knowledge that come with over 40 years in the business, Jim provides his clients the information they need to choose the most suitable investment products and services for their specific financial needs, including financial planning, retirement planning, portfolio management and more.
Jim is a graduate of the University of Nebraska, where he double majored and earned a Bachelor of Science in economics and business administration. Jim joined Raymond James in 2019 after spending several years at Wells Fargo, Smith Barney and Piper Jaffray.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.