James M. Gossett

Owner

“Education is a cornerstone of my practice.  As your personal investment advisor, I will help you assess your current and future financial needs, develop a concise strategy designed with the objective to pursue these goals and then execute and monitor solutions into the future.  Getting to know you and your family, your financial needs, goals and lifestyles is very important to me. I strive to earn your trust and confidence by placing your needs first and providing timely, ethical advice to solve the financial challenges that you and your family face.  My diversified approach to investing can help you manage risk and exposure to taxes while pursuing your current and future financial needs.”

Jamie received a Bachelor of Finance degree from the University of Illinois Urbana-Champaign and is registered with FINRA.  He holds Series 7, Series 24, Series 63, Series 65 registrations held with LPL Financial and Illinois Life Insurance licenses and has spent the past 18 years serving his client's financial needs.

Jamie is a lifelong, active member of his community with his wife Sara and 2 sons, Ryan and Seth.  He current volunteers with the Champaign Park District, Cub Scouts, local theater groups and is an active member of Champaign West Rotary and the Champaign-Urbana Elk's Club.  When he isn't working with his clients, Jamie enjoys spending time with his family, bowling, playing golf and working in the yard.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.