Financial Advisor, LPL
"I work with individuals and families to create a customized plan based on their financial goals and tolerance for risk. I invite you to schedule a free review of your current financial situation to find out why my 20 plus years of knowledge and my approach to customization separates me from other financial advisors."
James knows everyone has different reasons to invest, depending on life stage and personal goals. Regardless of if you are planning for retirement, funding a child's (or grandchild's) education, or trying to figure out how to handle a 401(k) rollover, Jim is ready to assist.
In today's economy, sound financial planning is increasingly important. A personal financial plan can help you create a secure financial future. A sound plan considers your short- and long-term goals, current financial condition, comfort with risk and personal preferences. Even if you feel individual areas of your finances are under control, it's always a good idea to have a comprehensive evaluation of your total economic condition created. Jim offers this valuable service to families and individuals with no cost or obligation.
On the personal side, James is a 20-year veteran of the financial services industry. He, wife Sandy and daughter Rachel are long-time residents of the St. Charles and St. Louis area. He enjoys cooking, fantasy football and pets.