As an Associate Financial Advisor, Jim is an integral member of our service team. He provides direct support for our clients and works with our team to create and implement financial plans. His goal is to understand the unique needs of each client and to provide them with the support and service needed to help execute their plan.
Originally from Buffalo, NY, Jim discovered his interest in financial planning at John Carroll University. Now with several years of experience, he credits his education and mentors for providing him with the foundational knowledge needed to advance his career and to be in a position to positively impact the lives of others.
Jim lives in Lakewood, Ohio and has a passion for hockey and golf. He has played competitive hockey for most of his life, and continues to find joy in the game as an active member of Hockey Players in Business.
