Since 1979, Jim Barkley
has been providing his
clients guidance and valuable financial solutions.
offers an extensive menu of services to meet the needs of clients at various stages of life.
He has obtained his 65 license and serves as a Registered Investment Advisor.
holds a life, health, variable products licenses.
He also has extensive accounting experience working as a staff accountant, credit manager, and controller for many years and has served many accounting clients in his practice.
enjoys spending time with his wife, Jami and family and is an avid Yankees, Falcons and Wisconsin Badgers fan.
In 2009, joined Jim
, to prepare business and individual tax returns, accounting statements.
handles all technological and administrative duties, including website creation.
Currently working to obtain Health and Life insurance licenses.
Will also eventually work for the 65 license.
Jami enjoys spending time with Jim
and her girls Nicole and Jeri and family.