Broker Check

Expert Advice and Outstanding Customer Service

Great teams communicate well, focus on results, are organized, and enjoy what they do. Together for over 24 years, we are an effective team!

 Our ultimate goal is our client’s confidence in a retirement income plan that can serve them and their family for years to come.

Jim Birks (Heart of a teacher, temperament of a coach)

CERTIFIED FINANCIAL PLANNERâ„¢ professional

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), Sterling VA resident. Love being outside coaching sports, 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 (Clients love her most!)

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 25 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.

J.D Birks (a.k.a. Google)

Financial Advisor

J. D. grew up in Sterling, Virginia and graduated from the College of William & Mary in 2017. Following graduation, he joined Booz Allen Hamilton as a cyber security consultant for the government while working at BFA part-time. In 2018 J. D. enlisted in the Virginia National Guard where once a month he drills in Leesburg, Virginia.

What have you been up to lately?
In 2018 I decided to read every pulitzer-prize winning biography of American presidents. So far I've read Truman's, Adams', and Washington's. Currently I'm reading Jackson's, and Lincoln's is up next.

What is your fantasy job?
Is it cheating to say this one?  I love learning, and by extension sharing what I know. My ideal retirement is one spent teaching, perhaps history or U.S. government in a high school.

What are your wardrobe constants?
If it is fashionable, someone else bought it for me. Although like President George H. W. Bush, I am a fan of 'fun' socks. When I'm not at work, you can find me in a flannel shirt and jeans.

What is the catchphrase you use the most?
In the wise words of Jocko Willink, "Get after it".

Most humbling moment (lately)?
Failing Ranger school. 

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.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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