The first thing that you will notice when you meet Jim is his enthusiasm. Jim’s passion and high energy are the driving forces behind his dedication to his clients.
He attributes his dynamic personality to his childhood. Jim is from a family of nine children, each with their own sense of competitive spirit. Coming from a large family is where Jim first learned his effective communication skills, the benefits of a team approach, and how to make each person feel valued.
Among Jim’s many interests is a passion for lifelong learning. As a financial service professional, Jim is continually committed to raising his level of expertise and providing his clients with the tools that are needed for them to achieve their financial goals. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, he holds multiple designations from The American College of Financial Services.
Jim’s other passions are fitness and motorcycles. His fitness pursuits include CrossFit, swimming, archery, yoga, Pilates, competitive Olympic lifting, and Russian kettlebells.
On the weekends, you will find Jim and his wife, Denise, spending time with their children and grandchildren, participating in fitness competitions, and enjoying the outdoors.