Jim relies on 25 years of experience in the institutional finance space working on capital markets desks inside large regional banks, mutual fund complexes and derivatives trading firms. As an Accredited Investment Fiduciary Jim adheres to the highest standards of care when engaged with clients. Providing prudent financial planning advice that helps our clients organize their financial future, empowering them to live a life they deserve, is central to every relationship. Married with two teenagers, Jim enjoys exploring new corners of the globe with his family and skiing adventures during the winter months.