All of our clients work directly with Jim for both planning and investing.  Unlike the process in many other firms, we do not pass clients off to associate planners or paraplanners or assistants.  

We use partner firms who support us in the background for many “back-office” services, but clients talk with Jim and meet with Jim for both planning and investing.  That’s how we do business.  Our clients become our clients because of Jim’s experience and expertise, and we think we owe that personal attention to our clients.