Jim takes great pride in the relationships and diverse client base he has accumulated using a disciplined approach to clients’ wealth management. His dedication to managing, simplifying, and implementing a long-term financial plan for his clients is evident in each meeting.
My father had been in the investment business nearly all of my childhood. I had tremendous exposure to how he was able to help families, and knew, over time, that I wanted to be in the position to do the same. His work never seemed like traditional 9-5 “work” but more of who he is, all the time. That, and the enormous responsibility we have to our clients as wealth managers not only attracted me initially, but continues to be my driving force.
That’s easy! – The perfect marriage of a few things: One, our “Why” – Helping families connect wealth and purpose; Two, outstanding people and culture; Three, an investment discipline that makes sense, hasn’t changed, and does not rely on my ability to guess right.
We are in a time where there are nearly 10,000 baby boomers turning age 65 and retiring per day for the next 19 years and technology has improved to assist our expertise in helping our clients consolidate their understanding of their financial picture. The opportunity to help a significant number of families in a really big way is right in front of us and as a firm we are very well positioned to be a part of that.
It has been the relationships and friendships with clients that I have developed through the diligence of having their interest ahead of all else.
My family, without a doubt. I have been married to my best friend, Alison, for the last fifteen years and God has blessed us with 4 awesome boys.
While I have been extremely blessed to be surrounded by a group of very successful business leaders, fathers, and friends, the greatest influence in shaping me personally and professionally has been my Dad. He has been an absolute rock for our family and leads through example in how he sets his priorities, how he treats people, and how he responds to curve balls in life.
CFP
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