Jim brings over 30 years of experience in the financial industry, backed by a strong foundation in finance and economics from Widener University. As a Certified Financial Planner™ and Investment Advisor Representative, he takes a personalized approach to helping clients grow their wealth, protect their assets, and create reliable income in retirement. Jim is passionate about educating clients on smart strategies that minimize risk while maximizing long-term financial confidence.
In his free time, Jim enjoys time spent with his son traveling for hockey, relaxing at the beach, and being with friends and family.
Jim is licensed through Osaic Wealth, a member of FINRA/SIPC and a Registered Investment Advisor.