With more than 28 years of experience in financial planning and investment management, Jim has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Jim understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Jim will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Jim endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Jim designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Jim puts it into action and monitors its performance for opportunities to adapt to life changes and new goals.
Jim began his career in financial services in 1993 and previously spent thirteen years with Morgan Stanley Smith Barney. A native of Yorktown, Jim currently resides in Seaford, Virginia. Away from the office, Jim enjoys traveling, boating, and adventurous outdoor activities.