Jim was born and raised in San Diego Ca. He moved to Phoenix in 1995. Jim brings over 10 years of securities industry experience to the firm. He started his career with TD Waterhouse and has worked with such firms as Charles Schwab Institutional, AIG Financial Advisors and United Planners Financial Services.
During his time in the industry Jim has worked in various positions including customer service, trading, branch supervision, regional management, recruiting and advisor transition.
Jim lives in North Phoenix with his wife and 2 children.
