Our Qualifications

James S Miller - A Financial Advisor with over 20 years of experience serving clients and helping to meet their financial needs.  He holds many professional designations; SERIES 7 - FINRA General Securities Representative, SERIES 24 - General Securites Principal,  SERIES 66 - Uniform Combined State Law (63/65), and Life, Health and Variable Annuity licenses. Over the years, he continues to attend various seminars and classes each year to stay abreast of the changes in the financial markets.

Best known to his clients, family and friends as Jim, he has devoted his energies to helping clients develop and implement strategies to protect, grow, preserve and distribute wealth according to each client's goals and wishes. During the planning and implementation stages, he takes the utmost care in executing plans utilizing all of his extensive knowledge in investment and retirement planning. Jim regularly meets with his clients to review and monitor any life changing activities that may affect their financial goals. 

We're looking forward to using our experience to help you pursue your financial goals.