Starting his career on the trading floor, and then as a financial advisor, Jim has seen all sides of the financial services industry. He is an Investment Advisor Representative, has passed the General Securities (Series 7), the Series 65 exam, and is enrolled to practice before the Internal Revenue Service. He is a principal of the firm and chief investment strategist. An alumnus of the American Academy of Tax Practice, he matriculated from the University of Iowa and performed his graduate studies in the University of New Hampshire system.

Mr. Murphy has extensive experience working with businesses and individuals to help manage their investments and lower their taxes. By making himself available to his clients no matter where they are in the world, Jim relishes bringing their goals to fruition and works tirelessly on their behalf. When clients are confident in their investment strategy and financial future, then he has done his job.