About Us

About Us

James D. Maxon - Registered Investment Advisor    jim@jdmfinancialadvisors.com

Jim has over 16 years of experience helping clients meet their financial goals. He is also a CPA and tax accountant with a wide range of experience in helping clients in all financial matters. He is a graduate of Bentley University with a degree in both Economics and Accounting.

Michael Gouvalaris - Investment Advisor Rep.         mike@jdmfinancialadvisors.com

Michael is the author of The Trading Playbook: Two Rules Based Plans for Day Trading and Swing Trading. He is the author of the Technical Investor blog which has provided timely and accurate technical analysis of the financial markets and has garnered the attention of many in the financial media. Michael is an active contributor to the popular financial sites Investing.com and TalkMarkets.com. He has spent the majority of his career in meticulous research of historical financial market data. He uses that research to help clients focus on long term goals by avoiding the many behavorial pitfalls that the individual investor faces. 

Michael has a Certificate in Financial Planning from Bryant University, and graduated with highest honors from Southern New Hampshire University, with a BS in Accounting & Finance.