With over 30 years’ experience in financial services, Jim has made a professional commitment to helping his clients achieve financial balance and avoid wealth-eroding factors that could be harmful to long term stability. By using a macroeconomic approach, he helps his clients challenge traditional ways of thinking about money. Jim provides his clients with the tools and strategies to organize their financial world and to understand how individual financial decisions are interdependent. Jim’s ultimate goal is the maximization and protection of wealth while creating a balance between lifestyle and legacy choices. His approach to financial confidence does not rely on predicting the future; rather, he works to prepare for it.

Jim’s passion for helping people also extends to the community, where he is one of the original founding members of St. James Men of Charity in Basking Ridge, a charitable group that raises funds and provides assistance to local families experiencing hardships.

Jim and his wife Susan have three children and reside in Basking Ridge, NJ where he enjoys spending time with his family and friends and volunteering with local charities and community organizations. His middle son James works in his practice.

Education

• BA Economics, Boston College
• MBA Finance, Rutgers University