Broker Check


Thomas Edison said, "THERE IS A BETTER WAY - FIND IT."  That is what our events are about, routinely looking at strategies from different views to find what is going to work and do what it is supposed to do in all market conditions so you can reach your goals.  This American Dream you have is constantly bombarded by misinformation and opinions that lead to lesser results.  That is why we offer monthly events so you can consistently keep up with all the information that is out there so your money can work as hard and smart as you do.

Register below to reserve a spot on our guest list. We look forward to meeting you and helping you on your personal financial journey of transparency, independence, and freedom.  

All of our events are FREE to attend!


January 16, 2019

5:45p - 6:45p

Vinum Wine Shop

Jim's Winter Wine Tastings

Hello! I am having a get together every month this winter, please join me for fun, networking, get to know each other, and wine. Everyone is invited clients, family, friends, networking, town residents. Only intention is to get to know each other.

Event Registration

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