Growing up, money was scarce for Jim and his parents. But when his family’s strong work ethic led him to his first job at 8 years old, Jim began to see how money could make life easier.
As a teen, Jim’s passion for money grew as his grandfather introduced him to the stock market, and again, he saw the potential of what could be.
Jim worked as a financial advisor for several years after graduating from college and then in 2015, he achieved his lifelong dream of founding TrueView Financial.
Today, Jim and his award-winning team have helped hundreds of individuals and families achieve their dream of financial freedom.
In 2020, Jim was named one of the top “40 under 40” by the National Association of Insurance and Financial Advisors. Jim has also been awarded the Five Star Wealth Manager award on two separate occasions
Fully Licensed Financial Advisor & Life Underwriting Training Council Fellow