Jim Shockman, CIMA®
Financial Advisor – Partner
I am a senior advisor and partner with Conestoga Wealth Partners here in Gig Harbor.
I was born and raised in Washington state and live on Fox Island with my wife of 22 years, Cheryll, and our two teenage daughters, Libby and Carli.
We enjoy traveling. My wife is a retired flight attendant with Delta Airlines. Other activities I enjoy are sailing, working on my old boat, flying an airplane, scuba diving, gardening, woodworking, fishing, skiing, and just about anything else that gets me outdoors.
I have been an investment professional since 1987 when I began my career in Gig Harbor with Shearson Lehman Brothers, a predecessor of Morgan Stanley Smith Barney. During much of the time between 1996 and 2006, I performed the dual role of both the branch manager and financial advisor.
Experience and an ongoing commitment to honing my craft have been the foundation for my successful career.