A Service Mindset

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About the Episode:

“We do what we say and do the right thing, we have a service mindset.”

At nine years old, Jim Wessels began attending meetings with his dad and their financial advisor. By age 18, he was trading options on his own. Now, Jim serves as partner and financial advisor of Vision Financial Group. With more than two decades of experience, Jim has built a diverse background in pension, tax planning, estate planning strategies, and financial planning and investments. You don’t want to miss this brand-new episode of Cambridge Stronger as Jim highlights the unique ways he serves his clients, how he navigates generational wealth management, and why he believes internship programs are key to bringing in next-gen financial professionals. As a 2022 Honorable Mention in the Lifetime Achievement Category for the Invest in Others Awards, Jim also share what drives his commitment to volunteer.

Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success. Cambridge Investment Research, Inc. Member FINRA/SIPC