Jim is a representative of American Portfolios Financial Services, Inc. and Investment Advisor Representative of Epiqwest Investment Corporation. Jim has spent over 25 years working in the financial industry.
Jim started his career in finance in 1987 working as a teller during his undergraduate years at the University of Colorado. He rose to the role of President of FirstBank of Evergreen. During much of this time, Jim worked with small business owners and their families as a trusted advisor in areas of funding, cash management, tax planning and investment portfolios.
In 2009, Jim retired from his position as President of FirstBank of Evergreen to become a full time financial advisor to a select group of business owners and their families. Jim joined Epiqwest in January 2012 because they share his investment philosophy and in order to access the extensive investment and estate planning resources assembled by the Epiqwest team.
Jim and his wife, Laurie, reside in Evergreen, CO and have six wonderful children. Jim enjoys spending time with his family along with golfing, skiing, and watching his favorite sports teams.