Jim is a forty-year veteran in the securities industry and has worked with Brad East since 1992. As a result of his extensive experience trading Arizona Tax Free bonds, Jim has personal knowledge of the specific municipalities and their respective credit qualities.
Michelle holds Series 7 and 63 licenses and has worked in the securities industry for over twenty years. She has worked directly with Brad East since 1992. Her primary duties include interfacing with clients, managing appointments, and ensuring the accuracy on all client account reporting.
Nicole assists in a wide range of service activities, including scheduling appointments and handling client inquiries.