The clients Jim serves will have the benefits of his 25 years in the financial services industry. He has served in many different capacities, which allows him to see financial planning from several angles. Jim's specialization in insurance planning exposes clients to an often ignored, and very valuable, area of financial planning. He works mainly with business owners and high net worth individuals who are concerned about paying too much in taxes, transition into retirement and succession planning.
Jim attained a BS from West Chester University in Marketing and minored in Health Science. He holds FINRA series 6,7,63 and 65 licenses, as well as Life and Health and Property and Casualty Insurance Licenses. He also has attained a Certified Financial Planner designation.
In the community
Jim was President of Business Networking International, Edgemont Chapter and when time allows, enjoys contributing to the Make-A-Wish foundation. He is a member of the Westgate Hill Civic Association, which plans events for the families in the community.
Resources and events
Event 7/26/2022Nonprofit Roundtable Series: A Focus on Reserves and Investments
Article 12/12/2018Life Insurance or Family Trust? The Benefits of Both May Be Worth Exploring