Jim is a Financial Planner, and Investment Adviser Representative. Jim is committed to giving every one of his clients the most appropriate and honest recommendations to fit their unique financial circumstances. He aims to give his clients the very best service and strives to build a strong relationship with every client and become a lifelong resource for them and their families.

Jim helps his clients create a strategy to meet their financial goals through accumulating and preserving wealth. Jim's clientele ranges in age and profile, as he has numerous resources that allow him to assist any person in building their financial freedom

He is a registered representative and maintains his series 7, 6, and 63 securities registrations as well as life accident and health licenses. 

Education

Quinnipiac University ( 2003-2007), Boston University (2010-2012)