We have over 20 years of experience
Jim is a 2001 graduate of Fairleigh Dickinson University in Florham Park / Madison, New Jersey. Since his graduation, he has spent his professional life in the financial services industry, priding himself in helping people exceed their financial expectations. He began his career with First Investors Corporation in 2002.
From 2007 to 2015 he was an owner and founder of Marathon Financial Services, LLC, a New Jersey based financial services firm which specialized in the preparation and implementation of financial plans for individuals and small corporationsRead More
From time to time, we at Cairn Investor Services like to share our views and concerns about the economy and restate our investment management policies and practices to our current and future clients. This page is devoted to bringing you a library of our most current and past reports.
Jim is the perfect accountability partner you need when rewiring your financial habits! Jim makes it his business to make sure that you have a sustainable system to manage your budget and that the habits are learned and not skipped over, no matter how difficult it might be. He is the epitome of what a coach is-- he encourages while stretching you to new levels with your financial habits. He provides a Christian-based, gazelle-intense 1-1 service that stretches you to see your financial goals come to fruition, one week at a time. I also really appreciate his flexibility and accessibility during the week to answer one-off questions! If you are serious about getting your financial life in order, Jim is your go-to coach! With gratitude,