
Jim has a finance and economic background from Widener University. He is a Certified Financial Planner and Investment Advisor Representative. Jim has over twenty years of experience in the financial industry. With his extensive background in financial planning he utilizes a unique process to help his clients minimize risk, increase wealth and increase the preservation of their assets.
Jim is licensed through FSC Securities Corporation, a member of FINRA/SIPC and a Registered Investment Advisor.