With over 20 years of experience, Jim has focused on helping and educating his clients—individuals, families, and small businesses— to address their specific financial goals and objectives. Jim majored in Business Administration at the University of New Mexico and currently holds his Series 7 securities registration through LPL Financial and his Series 66 securities registration through LPL Financial and Householder Group Estate & Retirement Specialists and is licensed through the state of New Mexico for life & health insurance, long-term care, and annuity. Jim is a Native New Mexican and currently is living in the East Mountains. You’ll often find him with his family & friends enjoying any number of outdoor activities including horseback riding, camping, golfing or playing tennis. Jim is currently a member and a former President of the Moriarty / Edgewood Rotary Club, Board Member of the Greater East Mountain Chamber of Commerce, a former SCORE mentor, and a former Chairman of the Board for the New Mexico Development Loan Fund.