I offer total financial needs analysis through a network of experienced professionals with expertise in:
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Jim splits his time between his "Mountain office" in the awe inspiring Vail Valley of Colorado and his "Ocean Office" in the historic and beautiful city of Boston, MA.
Jim is a graduate of Stonehill College in North Easton Massachusetts as well as the Boston University program for financial planners. He serves on the Stonehill College Alumni Council as well as the board of Directors of the MM agents association.
Jim, his wife Denise and their two children Sam and Kate enjoy skiing and hiking together in the mountains of Colorado and Maine.
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