Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Jim Mothorpe




My goal is to help each individual reach their fullest potential through finances. I want to help you find a wealth of information, which is why I have put together many necessary resources including flipbooks, calculators, and research reports. There are great opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I know financial concepts can be overwhelming, and that's why I am here to help.

I will help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, I will show you the value of working with skilled professionals to pursue your financial goals.

I am excited to help educate you about the basic concepts of financial management, to help you learn more about who I am, and to give you fast & easy access to market performance data.

My Qualifications

I have been working with individuals and businesses for 20+ years.

Current designations include:

  • Certified Fund Specialist, CFS from the Institute of Business and Finance

Current licenses include:

  • Series 7
  • Series 63
  • Series 66
  • Life, Accident and Sickness & Variable Products
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.