In 2005, Jim determined that he could better serve his clients through Commonwealth Financial Network. Given the complexity of the financial services industry, his goal was to create the type of firm that put his client's needs first, striving towards making them feel confident about their financial future. He takes great care in providing expertise in a simple, straightforward manner.

Jim works with a group of partners who share his values and work ethic.They help investors feel comfortable when seeking help with their financial goals and questions and to assist them in a knowledgeable, courteous, and professional manner.