May God bless you and your...
I am so sorry for your loss. I had the pleasure of knowing Jim as a colleague and a friend for over thirty years. He was my role model. The way he served his clients with integrity and respect inspired me to be a better financial advisor. He was always the smartest guy in the room. Bring him a complicated issue and he would generously give his time and valuable advice. He also had a big heart. When a colleague was diagnosed with a serious illness he made time to visit her on a regular basis....
Jeanne Lavin
May 31, 2015 | Kentfield, CA


