Jim is an experienced and disciplined financial professional uniquely qualified to understand the day-to-day challenges facing entrepreneurs and their families.
Building on his past experience, as a licensed public accountant, Jim assists his clients in planning and strategizing for Wealth Enhancement, Wealth Transfers, Wealth Protection, Risk Management and Charitable Giving. Jim’s mission is to bring clarity to his client’s financial landscape and wherever possible, alleviate financial stress, regardless of their stage of life. Jim does this by using his expertise, and when appropriate the expertise of other like-minded professionals to navigate the complexities of personal finances and to empower his clients to make informed decisions in harmony with their goals and ambitions.
Simply put, Jim enjoys helping others succeed in life.
