Throughout his extensive career, Jim has closely collaborated with a diverse array of clients, ranging from small businesses to high-net-worth individuals. He takes immense pride in the enduring relationships he has cultivated, which are grounded in integrity, trust, and transparency.

Jim finds great fulfillment in assisting business owners in crafting succession plans and guiding families in building multi-generational wealth. He aptly describes this process as “constructing a roadmap for your financial future.”

An Eagle Scout and former president of an NASD broker-dealer firm, Jim holds the esteemed designations of Chartered Financial Consultant and Chartered Life Underwriter. Beyond his professional pursuits, he enjoys indulging in activities such as golfing, skiing, hiking, and splitting wood. Above all, Jim treasures spending quality time with his wife Nancy, their six children, and nine grandchildren.