Jim Harter began his career in the insurance and financial services industry in 1987. In 2008, he joined Insurance and Planning Solutions, now Summit Advisory Group, in a management role. Jim specializes in working with individuals and small business owners.
"My goal is to provide a more efficient and cost effective approach to building assets. I use a macro-financial process that focuses on a total financial picture," Jim said.
Jim earned his bachelor's degree in Economics from Indiana University. He and his wife Cathy have three children.
Jim Harter is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Tennessee. He is insurance licensed in Tennessee as well.