Jim is co-founder of TGS Financial Advisors. He received his Certified Private Wealth Analyst® designation from the University of Chicago’s Booth School of Business and his Certified Investment Management Analyst® designation from the Wharton School of Business. Jim is a CERTIFIED FINANCIAL PLANNER^TM. 

*Please Note: Limitations. Neither speaking engagements, nor or any amount of prior experience or success, should t be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if TGS Financial Advisors engaged, or continues to be engaged, to provide investment advisory services. No such speaking engagement should be construed as a current or past endorsement of TGS Financial Advisors by any of its clients. Copies of TGS Financial Advisors’ written Disclosure Brochure and Form CRS discussing its advisory services and fees continues to remain available at www.tgsfinancial.com.