Jim is a CERTIFIED FINANCIAL PLANNER™ CFP® professional and investment consultant. He brings over fifteen years of experience in helping create customized financial, investment, and wealth-preservation strategies for families, business-owners, and executives.
Jim remains a highly involved alum of both Stonehill College (BA in Economics) and Boston Latin School. Jim holds his Series 6, 63, 65, and 7 securities registrations with LPL Financial as well as CFP® and CLU designations.
A life-long Bostonian, Jim resides in West Roxbury with his wife, Nicolette and his daughter Emalyn.