Expert Advice and Outstanding Customer Service












Jim Birks


Financial Advisor since 1989 

Jim grew up in suburban Maryland outside of Washington DC, University of Maryland grad, awesome wife and business partner Becky, three wonderful kids (JD, Mike, and Tori), VA resident. Love being outside coaching lacrosse, fishing and hunting, cooking and then eating a meal with family and friends.

How would you describe your personality in one sentence?
I work hard at maintaining a life balanced on what's most important. 

What is your fantasy job?
Fishing boat Captain for monster tuna in Cape Cod bay.

What are your wardrobe constants?
Ha!, I'm a lean 6'5" and a size 14 shoe. It's not easy.

What is the catchphrase you use the most?
Life is Good!

Most humbling moment (lately)?
My son Mike asked to borrow my golf clubs (which I hadn't used in over three years), I said yes but lectured him a good long time on how to take care of them. We went together a week later to practice and I managed to ground the club of my driver, snap off the head, and send it flying 50 yards down the fairway. My frustration quickly turned to laughter as he and I shared the moment.


Becky Birks

Client Services Specialist

Becky grew up in Lexington, MA (remember the “Shot Heard ‘Round the World”…); graduated from the University of Maryland; been married to Jim for over 20 years with three terrific children. I hate to go to the gym and I’m still waiting for the “high” athletes get from exercising. I go so I can eat Jim’s cooking. I love to be outside walking, hiking, biking, and skiing. I work to travel (especially to the beach.)

How would you describe your personality in one sentence? Chatty. I’m friendly and once I get talking I’m good for all night.

What is your fantasy job?
I used to want to be a ski instructor. Now I would like to write for a travel magazine.

What are your wardrobe constants?
I love all types of clothes… especially preppy sundresses.

What is the catchphrase you use the most?
Have a GREAT day

Most humbling moment (lately)?
Hmmm… I think as a parent I am humbled almost daily. I also just tried yoga - while I was struggling to touch my toes I was peaking at the other people doing handstands! Guess I have a lot of work to do.


Investment Custodian

Client accounts are custodied by Charles Schwab & Co., Inc. Schwab is the Leading Custodian for Independent Advisors supporting over 7,500 firms with $1.3 Trillion in AUM.







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