My husband past in January of 2020 and my life changed forever. I had to start managing our money accounts. My husband always thought highly of Jim’s abilities. Now Jim has been my guiding light. Thank you for getting me through this difficult time.
Kathie R.
I began doing investment business with Mr. Wilson in 1995. He is thorough. diligent and cognizant.
Donald B.
Vice Chairman (retired)
Sunkist
Jim has a thorough understanding of portfolio management and risk control.
Larry J., Ph.D.
Graduate Professor of Finance
University of Tulsa
When it comes to preparing a corporate retirement and investment plan, Jim has the ability and discipline to get the job done well. He is a valuable consultant and team member.
Larry M., CFO
Whitlock Packaging Corp.
My father was impressed with Jim and had nothing but great things to say about him. Jim has handled our family’s investment accounts for years and was instrumental in building our wealth. I have had the pleasure to have Jim help me for the past 10 years; his smart advice has greatly expanded my portfolio.
Willian Gordon D.
Jim Wilson is among the most competent and insightful financial advisors in America. I learn from him every time he talks.
Brian T., International Corporate Speaker
Author of the best-selling books “The 100 Absolutely Unbreakable Laws of Business Success and Maximum Achievement” as well as 15 other books.
I trust and respect Jim Wilson. I listen closely to his investment advice. He is a true professional.
Elmer K., President (retired)
Oklahoma Natural Gas Co.
I seldom have the opportunity to work with someone as well informed as Jim. He is analytical, conscientious, and current about today’s investments
Genave R., Business Investments
First Recipient, J. Pascal Twyman Award
Since Jim has taken over as my advisor, my net worth and portfolio has grown, and I know my retirement is secure.
Dr. Charles C., M.D.
I appreciate the conservative investment approach Jim Wilson takes toward my pension plan investments and the results thereof. Jim’s ability to teach and share his vast knowledge has given me the financial education I needed to feel confident in my investment decisions.
Curtis C., M.D.
Jim Wilson is one of the real bright national stars in the world of investments. Jim is always accessible for my questions, and I know that he two steps ahead of most financial advisors.
Fran T., NFL Hall of Fame Quarterback
Board of Directors, Coca-Cola Enterprises