Home

Jim has been helping his clients manage their investments for more than 35 years. As he grew up in the Woodstock area, he is familiar with the people and the community. Jim's career has brought him in contact with a variety of professionals in the investment field that provide him with excellent sources of information. Managing investment accounts for people often means helping them with their dreams. Jim strives to build strong relationships with his clients by learning of their goals and objectives. This knowledge, together with an extensive research base, allows him to choose appropriate investments for each client and build for the long-term. Jim has been associated with the Woodstock Hospital Foundation for many years, and in particular, help in organizing the annual Charity Golf Tournament.