Jim is the President of a company specializing in financial planning for seniors. With nearly 30 years’ experience in the financial industry, Jim began focusing his efforts towards assisting seniors in 1996. Jim has earned several awards, has been recognized nationally, serves as a consultant with several elder law attorneys across the country, and has earned certification from the Corporation of Long Term Care recognizing his knowledge and expertise with the issues that seniors face.
He holds licensing in seven states for life and health insurance. He also has his Series 6, 63, and 65 Securities license so that he can provide more comprehensive financial planning services to his clients. Jim has worked with thousands of families in helping them preserve their assets. He has thorough understanding of the problems we face as we age and knows how to bring innovative financial solutions to solve them.
A native of Dover, Ohio, Jim now resides in New Albany. His degree from the University of Cincinnati began his journey towards accounting and finance. He has focused for the past 17 years on a team approach to planning and works with several elder law attorneys with creating a solid plan for seniors.
Jim is an avid outdoorsman, gardener, cyclist, fly fisherman and enjoys spending time with his family.