“Jim has done wonders with the portfolios my wife and I brought to him. Jim has steered us through the rough markets and made phenomenal moves in the good markets.He takes the time to explain everything and is genuinely concerned with your financial wellbeing.His assistant, Jamie, compliments the office and keeps things running smoothly.We can’t be happier and highly recommend them for your financial planning.“
“Brice is kind, courteous, knowledgeable, and most importantly, listens to his clients' wants and needs to help them make decisions based on their goals and aspirations, which is one of the best qualities you could ask for as an advisor. I would highly recommend Brice to anyone!“