Let’s Do This.

I am passionate about helping people protect
their quality of life and creating peace of mind.


Wealth and Financial Advisor

Beginning his career in the industry in 2001, Jim, with a rich background in finance and experience across multiple firms, specializes in retirement and long-term care planning. As a licensed Fiduciary, he manages retirement planning and more, ensuring a secure retirement for his clients.

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Decades of Experience


Devoted to you

Registered Financial Consultant (RFC)

Wealth and Financial Advisor

Personal Finance

I’m deeply committed to guiding individuals and families through the complexities of personal financial planning, with a special focus on crafting effective retirement strategies.

Retirement Planning

Tailoring strategies to secure a comfortable retirement for individuals and families, ensuring peace of mind for the future.

Business Support

Helping business owners enhance benefits for themselves and key employees, safeguarding the investment in their business.

Employee Solutions

Offering comprehensive benefit programs designed to meet the needs of employees and contribute to the overall health of the business.
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Qualifications & Education

Professional Qualifications

Having earned FINRA Series 65, 6, and 63 securities registrations alongside a Life & Health Insurance License, I am well-equipped to guide clients towards their financial aspirations. As an Investment Advisor Representative, my focus is on offering tailored services that align with each client’s unique financial goals.

Educational Foundation

My academic journey includes a M.A. in International Development from American University in Washington D.C., providing me with a broad perspective and a deep understanding of global economic dynamics. This background enriches my approach to financial advising, allowing me to offer informed, strategic advice.

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What People Say

Jim’s relentless work ethic is second to none.

Doug Goodwin

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