Jim is a locally recognized financial advisor with Nettworth Financial Group. His professional career has spanned over 35 years. Jim's focus is helping others become more educated about their own finances, especially retirement.
Jim started in the industry in 1983 with an accounting and computer programming background. From the beginning of his career, Jim observed a huge deficiency when it came to financial literacy. He noticed that no real classes existed for financial education either in high school or college. Therefore, education is always a part of Jim's process.
Jim and his wife, Nancy, live in Aurora. They are proud parents of two Bullmastiffs, Lola and Taz. They enjoy outdoor activities and Jim is a racquetball enthusiast.
Jim offers securities through FSC Securities Corporation (FSC) member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.
Dave has been a financial advisor for over 32 years. He holds holds the series 7, 24, 63, and 65 designations as well as the Certified Financial Planner title. He is also a member of the Financial Services Institute.
He started in the industry in 1985. He strives to educate clients on the financial and personal steps leading up to retirement as well as continuing to provide personalized service throughout their retirement.
Dave has three kids; Kelly, Daniel and Erin with whom he shares a love of all things that Chicagoland has to offer. As a Chicago sports fan, he enjoys all the local sports teams especially the Blackhawks. In his free time Dave will play an occasional round of golf and he does lace up the skates on a weekly basis.