Jim is a Partner and Wealth Management Advisor at Cane Financial Group. He has spent over twenty years coaching corporate executives, business owners, and medical professionals on implementing sound strategies to protect their families, cash flow, and way of life. His team has consulted with hundreds of Fortune 500 executives, as well as closely held business owners and successful individuals. He has a tremendous passion for helping people achieve financial peace of mind by making informed decisions regarding the creation, maximization, protection, and enjoyment of their wealth. 

Jim is a recent recipient of the Scott D. Jackson VIP Volunteer of the Year Award from NAIFA PA, in recognition of his steadfast support and dedication to NAIFA and the profession. The VIP award is specifically designed to honor those unsung heroes who work outside of the spotlight. Jim is the immediate-past President of the National Association of Insurance and Financial Advisors-Greater Philadelphia. He is actively involved in helping to ensure that favorable legislation is passed to protect and enhance the lives of his clients and the public. 

Jim is a Certified Financial Planner™ professional and holds multiple securities licenses along with Life, Accident, and Health designations. He received his Bachelor of Science from the Smeal College of Business at Penn State University. 

Outside of his profession, Jim and his family are actively involved with the Bringing Hope Home charity, helping to bring Unexpected Amazingness to families that are battling cancer. He lives in Phoenixville, PA, with his wife Jenn, their two children, and a small herd of rescue animals. Jim enjoys spending time with family and friends, skiing, and sampling some of the finest craft beers that Chester County has to offer. 

Education

Smeal College of Business at Penn State University

Affiliations & Memberships

NAIFA

Community Involvement

Bringing Hope Home Charity