General Info

With more than 30 years of experience in the financial services industry, Jim has been working with individuals, families and small business owners to develop and pursue strategies that help them attain their financial goals. Jim provides investment advice, portfolio construction, tax preparation and planning services as well as asset protection planning. Jim holds Series 7, 24 and 63 securities licenses through Cetera Financial Specialists LLC and is insurance licensed for life, variable and health. Jim also holds the Certified Financial Planner (CFP®) and Certified Public Accountant (CPA/PFS) designations.