FINANCIAL INDEPENDENCE
TO YOUR SUCCESS
COMMITTED
STRENGTH & STABILITY
COMPREHENSIVE PLANNING
FOR EVERY GENERATION
Financial planning is about life building—and building lifelong
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
ABOUT USrelationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
Phone Number
(214) 987-5240About Me
Jim was born and raised in Western Massachusetts and made his way to Texas after receiving an academic scholarship to Southern Methodist University in Dallas. For more than 25 years, Jim serviced institutional money managers, before moving into the private wealth segment. He has served on the Board of Directors of Aspire, a foundation committed to literacy training in North Texas. In his free time, he enjoys snow-skiing and cheering on the Boston Red Sox with his wife, Natalie and daughter, Francesca.
Licenses
- Series 7
- Series 63
- Series 57
- Series 66
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.