Jim is a dedicated wealth manager with a passion for helping families and successful business owners define their legacy.
His love for his own family is what inspired him to become a wealth manager in the first place. He understands the importance of securing a bright financial future for those closest to you, and takes pride in helping our clients achieve a multi-generational future.
Having experienced both the struggles and successes of Entrepreneurship, Jim is able to help others navigate the complexities of success on a deeper and more personal level than most.
Jim values open communication, honesty, and transparency, and works tirelessly to ensure that each client feels heard, understood, and supported.
Jim's clients are an extension of his family, and treats them as such. Jim and his wife Joanne live in Thornton, PA. Their 3 kids Andrew, Adra and Dan are all local and enjoy spending time chasing around their grandkids Lily and Bennett. Jim and Joanne spend summers in Avalon, NJ and enjoy taking time during the winter months in Florida.