Always willing to challenge conventional wisdom in his approach to investing and preserving wealth, Jim enjoys helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
He got his start in the industry in 1976 and opened his own financial services firm in 1986, serving clients in central Indiana. He appreciates the opportunity to provide useful, personalized service to clients in a one-on-one setting.
Jim has passed the Series 63 and 65 securities exams and holds licenses in life, health and long-term care insurance in Indiana, South Carolina and Tennessee. Registered as an Investment Adviser Representative, Jim studied business administration at Bob Jones University.
Jim lives in Martinsville, Indiana, with his wife, Barb, a retired elementary teacher. They have two adult daughters, 10 grandchildren and a young Doberman named Morpheus.
In his free time, Jim enjoys serving as a church elder/teacher and in his Rotary Club. He also likes target practice and yard work.