Jim's passion is helping others - through charity, planning, education and faith. Children are his single biggest influencers; they maintain a pure spirit and don't know their limits. He has dedicated his time, energy and resources to support, inspire and, most importantly, prepare our young people to succeed in a global economy.
After many years in the Marine Corps, he started his career in the wealth management industry helping our service men and women with their financial planning needs. That seed has grown into working with CEOs & Executives, Professional Athletes, Attorneys and Medical Professionals. The Opus Group has also worked with their businesses. These people and organizations have one typical connection - they all belong to families and their goals are focused around the values and aspirations of those families. Jim loves what he does.
As a Certified Financial Planner™, Jim is board certified in the financial planning, investment, retirement, taxation and insurance areas. He graduated from Marquette University - School of Business with a Bachelor of Science degree in Economics and he has completed the Financial Planning Program from Kaplan University and the Special Needs Planning Program from The American College.
His family lived in the Coastal Virginia area for eighteen years and recently opened another office in Missouri. "Family and Faith first" is what the Friddell family lives and believes. With his additional time and resources Jim supports: The Central Business District Association (Strategic Growth Area and Town Center Advisory Committees), CBDX Next Generation Group, Hampton Roads Chamber of Commerce, and, with highest regards, Junior Achievement of Hampton Roads.
Jim specializes in:
- Wealth Management
- Portfolio Optimization and Risk Management
- Philanthropic Planning
- Tax Planning
- Jim is also a Certified Financial Planner™ & Chartered Special Needs Consultant
Take control of your investments with Jim: