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5 Star Award

We are pleased to announce that for six consecutive years (2013, 2014, 2015, 2016, 2017 and 2018), Jim has been selected as a recipient of the prestigious Five Star Professional Wealth Manager Award.


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*Five Star Professional Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017 & 2018 Five Star Wealth Managers.