Testimonials
“I highly recommend Jimbo as a financial advisor. Jimbo is not only an expert financial planner he also has the highest integrity when dealing with his clients.”
Robby Oakes, Senior Mortgage Banker at Corporate Investors Mortgage Group
“Jimbo has provided my life insurance and investment services for almost 12 years now. Jimbo is an expert in his field and very aware of a client's needs and insurance requirements. I highly recommend Jimbo and Northwestern Mutual and can attest to his integrity at the highest level.”
Haze Lancaster, Partner at ATM USA, LLC
“Jimbo only presents ideas that make sense for our personal situation and follows up with the appropriate persistence to ensure we make a decision and are comfortable with it. He and his team also do a good job staying on top of the relationship. From a cold call in 1998, he's become a friend as well, perhaps the highest recommendation possible for an insurance agent.”
Jim Bick, Principal at Bick Capital Advisors Inc.
“Jimbo is a valuable piece of any financial plan. He is objective, persistent and always willing to review financial planning information, even if he is not being compensated to provide his professional opinion. He is a true professional.”
Rich Harris, Managing Director at Synergy Commercial Advisors
“If you are looking for someone to represent you from a financial planning/life insurance perspective, Jimbo is the guy for you. He pays attention to every detail, takes the time to listen to your needs, and acts in his clients' best interests at every turn. I highly recommend him.”
Chris Harris, Fundraising Systems Consultant at Blackbaud, Inc.
The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that were provided by Northwestern Mutual Investment Services, LLC (NMIS) or an investment adviser representative of NMIS. The advisor is not an investment adviser representative of NMIS.
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