Jim's philosophy is to keep his clients’ needs at the center of every decision. To him, financial planning is more than strategies and statistics; it’s about creating enduring personal relationships with his clients to help them live their dreams.
Prior to becoming an independent financial advisor, Jim worked his way to senior management at a national bank — until the 2008 market crash changed his outlook. After seeing so many lose so much, Jim left the management side of finance in order to work with people he knew he could help. Soon after, he founded Martin Wealth Solutions.
Jim earned the Registered Financial Consultant (RFC) designation as well as the Accredited Asset Management Specialist designation from the College of Financial Planning. Jim resides in the valley with his wife, Theresa, and sons, Kyle and Barrett. He is active in his church as well as a number of community organizations. In his spare time, he enjoys golf, fishing, beekeeping and visiting national parks.