Jim works closely with individuals and their families to develop customized financial plans and portfolios that are aligned with their personal goals and objectives. 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.
Jim is the leader of the firm’s Business Retirement Plan Group. In this role, he provides leadership to our team members in assisting plan sponsors and business owners with the design, implementation and administration of their retirement plans to meet their goals, objectives and fiduciary responsibilities.
Jim is also a member of the firm’s Compliance Advisory Team to oversee risk management.
The most rewarding part of the job for Jim is providing his clients with the guidance and experience necessary to help them establish and reach realistic long-term goals.