With twenty nine years of experience as a financial advisor, who has earned the CFP® designation, Jim is most motivated by knowing that the advice he gives can help provide long-term benefits for clients and their families. Helping send children to college, guiding people to and through a comfortable retirement, positioning families to help protect from unexpected life events and working with multiple generations of families is what keeps him excited about his profession every day
Jim works with a select group of individuals and families; helping them build, manage, preserve and transition wealth. His practice encompasses investments, risk management, lending and banking, trust and fiduciary services. His process begins with listening to understand clients’ needs and goals. Then, he models strategies which are aligned with client objectives and risk tolerance.
Jim’s clients can be confident that the recommendations he provides are always independent, objective, unbiased and designed to be cost effective. With his clients’ permission, he implements and monitors the mutually agreed upon strategies. Clients meet with the Jim for at least one formal review per year and informally throughout the year.
The markets, economy, interest rates and each client’s situation will change. Jim works together with his clients to make appropriate adjustments over time. Jim’s Industry experience began with Shearson Lehman Brothers/Smith Barney ’92-’96 and continued with A.G. Edwards/Wells Fargo Advisors ’96-’18, Steward Partners Global Advisory ’18 and started his own independent practice through LPL Financial and Private Advisor Group in 2022.
Jim, his wife and three children live in Morris Township, NJ. Jim has served his community coaching many youth sports including baseball, soccer and basketball; served as a board member for non-profit organizations such as Plaid House and the Kiwanis Club of Morristown; volunteered as an Emergency Medical Technician and is currently a driver for the Morris Minutemen First Aid Squad and served on the Planning Board for the town of Morristown.