Jim and David began their careers in 1993 wanting to help people financially navigate the ebbs and flows that life often brings. And since that year, David and Jim have provided clients with the highest level of expertise in planning, insurance and investments. They’d often worked in tandem to meet the needs of their individual clients. David’s investment knowledge and specialization complemented Jim’s in-depth planning style and insurance expertise. In fact, the partnership worked so well they decided to make it official in 2018 by combining offices and creating Five Cities Financial.
Supported by a fantastic team of professionals, Jim and David provide clients the guidance and service needed to improve their financial position in the most efficient and effective manner. Since joining the industry, it’s safe to say they’ve seen it all economically. However, they know experience means nothing if they aren’t focused on the goals and perspectives of their clients first and foremost.