Jim began his career in the financial services industry in 1983. His background also includes ten years
experience in the manufacturing and engineering industries, and ten years in full time Christian
ministry. He holds a Bachelor’s Degree in Business from Wayne State University, Detroit, MI, a
Master’s of Divinity Degree from Louisville Presbyterian Theological Seminary in Louisville, KY, and
the CFP® Certification from the Certified Financial Planner Board of Standards. Jim is registered with
Cambridge Investment Research Advisors as an Investment Advisor Representative and is active in
the Financial Planning Association.
In working with people on a long-term relationship basis, Jim is committed to a confidential and client
oriented relationship. Through his commitment to a rigorous continuing education program, he
continues to expand his skills and maintain his certification. The professionalism provides his clients
with solid personal service and a support system that helps each client make informed decisions as
they define their lifestyle objectives.