Jim is a Certified Financial Planner CFP® with over 35 years of dedicated experience in financial planning and wealth management. Throughout his career, he has guided clients through some of the most challenging financial landscapes, helping them protect, grow, and manage their wealth with confidence. Jim takes pride in building long-lasting relationships and providing personalized strategies that align with each client’s unique goals. His commitment to integrity, expertise, and client success has made him a trusted partner in navigating the complexities of financial planning.
Credentials:
- Certified Financial Planner™ (CFP®)
- series 7, 24, 65, 6
- Life, health, disability and variable insurance licenses