Jim began his career in 1989 as a financial advisor with an investment company and later he became a financial consultant for a number of banks. From there, Jim began his own practice, which was nearly a decade ago.

“My favorite part of being an advisor is helping my clients gain peace of mind.


Jim loves spending time with his family.
He and his wife Vanessa have three little girls.
No wonder he likes working with women...
he's surrounded by them!
Today, with client-centered, expert service, Jim continues to help women like you protect their financial interests - and in a way that respects their feelings during difficult transitions.

Connecticut-born, raised and educated, Jim enjoys serving others. He's a member of the local Lions Club, and a family-oriented man who takes pride in being a father to his daughters. And he believes in creating comfortable relationships with everyone he meets.