Jim is smart and very knowledgeable, generous with his advice, frank and honest. We have encountered several financial advisors and he is, clearly, the most knowledgeable that we have found.  I consider our investment and retirement plans to be well-researched and pretty solid, but in our first two hour-long meetings, he offered us two excellent, fresh, relevant, valuable ideas which will bring us tens of thousands of dollars that we, heretofore, did not know were available to us.

Dean Dreibelibis