Jim Lepp

Business Philosophy

With the help and motivation of an experienced, financial professional, most people will have the opportunity to develop a strategy for their future, including protecting their family and business.  I strive to become a lifetime resource for each of my clients and those that depend on them.

I work with our firm’s specialists to develop a personalized, written “financial strategy” for my clients, addressing key issues such as: insufficient savings, outliving retirement assets, and lack of financial protection in the event of a health/disability issue or premature death.

Qualifications

• Investment Advisor Representative, New England Securities Corp.

Personal

• Resides in Cumming, GA with his wife
• Two children attending college (Southern Poly & Georgia State)
• Resident of Atlantasince 1999
• Hobbies: Retired NISOA, USSF and Georgia High School Referee and Referee Trainer, Varsity O Men’s Alumni Association
• Graduate of OhioStateUniversitywith a Bachelor of Science in Business Logistics and Transportation Management