With over four decades of industry experience, Jim Mars serves as the CEO of our organization, overseeing strategic growth and the realization of our clients’ vision of true wealth. Since the start of his career in 1975, Jim has dedicated himself to helping clients discover and achieve their financial goals. He embodies the core value of service, passionately assisting people in making their vision a reality. As a patient mentor and a reservoir of knowledge, Jim’s dedication is an integral part of our mission to serve our clients and their financial aspirations.

Meet Our Team