Jim is president and founder of Heritage Financial Group and has worked extensively in the financial services industry since 1977. His initial experiences were with companies whose primary objectives were to sell proprietary financial products under the guise of "Financial Planning."
In an effort to become truly independent, completely transparent and client oriented rather than product and sales oriented, he founded Heritage Financial Group in 1986 as full service and unconditionally independent organization. A primary focus was to educate and inform clients concerning the options available so as to empower them to make smart financial decisions that were right for them.
I believe that a financial advisor must possess two primary characteristics:
- Uncompromising Integrity
- Professional knowledge and experience.
Integrity without competence is of no benefit to a client
Competence without integrity is dangerous to a client.
Being a native of Denver I have snow skied all my life, but also love water skiing and being on and in the water. My philosophy, however, is that if one has to "get used" to the water when they first get in, it is too cold. While growing up in Denver I earned the rank of Eagle Scout camping and hiking in the Colorado Rockies.
A lifetime interest has also been 1960's muscle cars and I recently began a total frame off restoration of a 1971 LT1 Corvette Convertible which I expect to take at least two years.
Appointments are scheduled in 45 or 90 -minute blocks, and available start times are listed below. Appointments can be in person in our offices or on line.
Monday 1:00 pm - 4:30 pm
Tuesday 1:00 pm -– 4:30 pm
Wednesday 8:30 am -– 4:30 pm
Thursday 8:30 am -– 4:30 pm
Friday 9:00 am - Noon