Jim has over 20 years of experience helping clients better understand and manage their finances and plan for their financial futures.
Jim started his financial planning career in 2004 after selling his interest in a printing and data management business he had co-founded in the 1990’s. After working with large corporations for his entire career, he was looking for a way to have a meaningful impact on the lives of individuals. With an MBA and an intuitive grasp on financial concepts, financial planning seemed to be a good fit, so he went “back to school” to earn his CERTIFIED FINANCIAL PLANNER® certification.
“The best part of financial planning is the substantial positive impact I can have on people’s lives. Showing people how they can retire and live the life takes away a huge burden of stress. Nothing is more rewarding than the smile on the faces of my clients after they have finally retired”
Jim lives in the rural hamlet of Califon New Jersey with his wife of 40 years, Laura. They have 4 grown children. Jim enjoys gardening, fly fishing, running, hiking, and all things outdoors, and volunteers with local conservation groups.
