Jim is focused on helping people make confident financial decisions through clear, thoughtful planning. He is motivated by seeing the relief people feel when they know where they’re headed and why.
Emphasizing that successful retirements are determined by far more than portfolio size, Jim has worked with hundreds of retirees and pre-retirees to build coordinated strategies that align income, tax and investment planning with long-term goals.
Along with a master’s degree in economics from Florida State, Jim holds dual bachelor’s degrees in economics and political science from Edinboro University of Pennsylvania. He also has his life, health, long-term care and annuity insurance licenses and has passed the Series 65 securities exam.
Jim lives in Erie, Pennsylvania, with his wife, Kim. Outside the office, he likes to keep life simple and grounded. He stays active and spends as much time outdoors as he can. He enjoys traveling and values continuous learning to stay sharp both personally and professionally.
If you’d like to schedule a complimentary consultation to find out how Jim can help you, call 888-227-7162.