Jim works closely with individuals and their families to develop customized financial plans that are aligned with their personal goals and objectives. Additionally, he works with the firm’s Investment Strategy Group to construct portfolios for clients that are coordinated with their financial planning goals. As a CPA, he is uniquely qualified to incorporate his tax knowledge in advising clients and their businesses in various aspects of their financial matters.
The most enjoyable part of the job for Jim is knowing that clients trust him, not only to invest their money wisely and in accord with their financial goals, but also with many other aspects of their personal lives. These can range from simple advice on negotiating the purchase of a car to something as difficult as dealing with the grief from the loss of a spouse. Jim considers it a special privilege to be invited into clients’ lives in this way.