He Wanted to Know about Me - Client Since 2008

In my search for help with financial matters, I attended many seminars, classes, and met with more than a few advisors. I was disappointed by the first question asked by the advisors: what is your account balance? It was not: Who I am? Where do I want to be when I retire? Nor were there questions about my family. Jim Schippers was recommended to me by a coworker. I met with him and after the first meeting I knew he was the right advisor for me. He wanted to know about me and my family, my goals for retirement, where I saw myself in the future. He has advised me for over 10 years now and I have met many of my goals. I want to Thank him so much for being an incredible advisor and listener. He has helped me put things into perspective and prepare me for great things in the future!

- Debbie Alfonsi

A Guide to Our Path to Retirement - Retirement Planning, Project Based

Jim helped guide us to our path to retirement… he was generous with his time and working around our availability… asking insightful questions that directed us to making the right decisions and plan for the retirement that was right for us as a couple.  We couldn’t have been more fortunate with the outcome… and couldn’t be happier that we had Jim to help us get there!

- Terry & Megan Dwyer

Recommended Jim to My Children - Client Since 2007

I needed James’ help to review all aspects of our retirement plan including areas where he would not be handling the investments, to recommend an investment strategy, and to maintain an appropriate portfolio balance. He has done a great job in each of these areas. I have also recommended him to our children who are just beginning to save for retirement and their children's college education.

- Joe Perreault

Strong Personal Values

James Schippers is an amazing professional with strong personal values, a great track record of success and a genuine desire to help others. I highly recommend him to anyone seeking a Trusted Adviser.

- Randy Hain, President of Serviam Partners, Executive Coach, Author and Speaker

Adds Great Value in a Wonderful Way

I have known James for several years now. We have served on the board of the Atlanta Society of Financial Service Professionals, a trade association, together. Aside from being a great guy, he always seems to know just the right person to speak or help our group at just the right time. James also has a true gift of adding great value in a wonderful manner. He's one of those people who is reliable, persistent and engaged, and he does it all in such an inconspicuous and deliberate way. It's been my great pleasure to work with James.

- Roy Cranman, CLU, ChFC

Technical Knowledge and Practical Insight

I have known James for many years and have been impressed by his techincal knowledge, practical insights, empathy, and integrity. In today's environment, trust work can be extremely complex both techically and because of the various family dynmaics that often exist. James has the unique skills and personality to bridge that complexity and help the client get to solutions that work. I highly recommend him.

- Jeff Scroggin, Estate Attorney, Planner and Counselor - Estate Planning Hall of Fame

Lifelong Desire to Help Others

James’ wisdom is driven by a life-long desire to help others - something that is rapidly observed by all those who meet with him daily. His apt, insightful advice is quickly shared and given freely to all those he may meet with.

- Dan O’Neill, Director of Lean Inc.

Member of the Board of Directors of the Society of St. Vincent de Paul

James was a member of the Board of Directors of the Society of St. Vincent de Paul. His intelligence, sound judgment, concern for the mission of the organization, and excellent advice was welcome and extremely beneficial to us. We are grateful for James’ service and highly recommend him to all.

- John Berry, Chief Executive Officer of St. Vincent de Paul,Georgia (retired in 2020)

Trustworthy and Thorough

James helped me to find ethical, professional contacts within his organization who helped several of my clients with unique commercial banking needs. I know James to be trustworthy and thorough in his work.

- Mike Tarrant, CFP(r)

Professional, Personable and Helpful

I had the opportunity to work with James on trust matters when he was with SunTrust Bank, then later on other matters when he went out on his own. I always found him to be professional, personable and helpful. I believe him to be a man of integrity, recommend him without hesitation.

- Doug Shaddix, Attorney at Law - Asset Protection, Corporate Formation and Estate Planning.