Experienced Relationship-Oriented Advisor
Born in Hawaii, Jim's journey is a depiction of resilience, adaptability, and dedication. With over thirty years of experience in financial services, Jim is the current president and owner of Tidepool Wealth Strategies, specializing in employer-sponsored retirement plans and wealth management. His financial strategy prioritizes long-term total return while minimizing downside risk. Inspired by his admiration for President Ulysses S. Grant's transformative leadership, Jim attributes his own success to his strong people skills and committed work ethic.
Outside work, Jim is an active member of the National Association of Insurance & Financial Advisors and serves on his local school board. On Sunday mornings, he can be found at church, nurturing his spiritual well-being. He also enjoys exercising, spending time with his dog, and living in those highly valued moments with friends and family.
Jim holds a degree in Business Administration from Oregon State University (1982) and maintains Series 6, 63 and 65 securities registrations, and his variable Life/Health license.
CA License # 0D08054