Jim has enjoyed a career in wealth management since 1990. As a financial advisor, Jim has received numerous accolades. He is a Top 25 Registered Representative at Park Avenue Securities. Jim has qualified for the Million Dollar Round Table for 27 years and seven of those years as a member of the prestigious Top of the Table. He is a Charted Advisor in Philanthropy and has been recognized as a Forbes Top Financial Security Professional and also a Forbes Best-in-State Wealth Advisor. He has been nominated for the 2025 Advisor of the Year with Investment News. He has qualified to be a member of the Pinnacle Council, President’s Council, Executive Club, Leader’s Club and Peak Council for numerous years. Jim’s true joy comes from helping his clients achieve financial stability and growth.
