Jim specializes in working with successful individuals and small business owners who are in or nearing retirement. He provides personalized investment, insurance, and retirement planning services to his clients.
Jim obtained the CFP® designation through the College for Financial Planning, Denver, Colorado and his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations through The American College, Bryn Mawr, Pennsylvania. He earned his BFA designation (Behavorial Financial Advisor) in 2017.
Jim's wife, Bea, works with Jim in the business as the Executive Assistant. Jim is active in several community organizations. He is also actively involved in several local and national industry organizations. Jim and Bea enjoy golfing, traveling, and visiting their children and grandchildren.