As branch manager of the Valparaiso office, Jim holds the staff to the same high standards that have served him during the 33 years he’s been in the financial investment business. Jim candidly discusses with clients the pros and cons of investment options and then assists them in making choices they’re comfortable with. He specializes in building portfolios for high-net-worth clients, as well as working with retirees to help ensure their future financial independence.
Jim has helped to establish the Reading is Fundamental (RIF) program in Highland and has been a long serving member of the Highland Kiwanis.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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