(916) 797-7303 (916) 797-7304 (916) 357-7221 3017 Douglas Boulevard, Suite 300, Roseville, CA 95661 M-F 8am-5pm, Sa-Su Closed (Sat-Sun: By Appointment) Official site
Categories: Financial Planning
Jim is an experienced Financial Planner, Investment Advisor Representative and Financial Services Representative who has made it his goal to provide individuals, families and business owners with assistance in building their financial freedom. Jim has a Bachelor of Science degree in Accounting and Economics from the University of Nebraska and brings his training and knowledge to his clients as he seeks to help them reach their goals and objectives. Jim's personal goal is to become a lifetime resource for each and every one of his clients. He has been a long-time resident of Sacramento with his family and enjoys playing golf and coaches wrestling, football and soccer. Jim is a member of Toastmasters, Successful Thinkers and is the President of the Sierra College Wrestling Alumni Association.
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