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“James has been my advisor for many years now. His process is sound and his guidance has worked wonderfully for me and my family. His build from the ground up mentality and long term approach to investing is the right fit for me. It’s proven to be effective in both up and down markets. With James’ advice we just keep winning! Big thanks JR !”
Financial Advising
Financial Advising
“Ed Shupe had been at this office for some time. I hope his phone number is easily found among Schwabs 's web sites. He has been a great help in various investments ideas and has hosted interesting meeting featuring informative speakers. He is a valuable asset.”