In all my interactions with him, he has been amiable, knowledgeable, and patient. I can't tell you how many times our meetings went well beyond the scheduled time because I kept peppering him with questions, and he kept coming up with great answers. He shows you the numbers and allows you the freedom to respond without feeling pressured. In my experience Jim and his team are trustworthy and knowledgeable. I have been pleased with how he has helped my family feel more secure about our financial future. I highly recommend Jim without reservations.