“I love helping people and strive to make a positive impact on each and every client.”
Background & Experience
Jim has been working in the financial industry for over 20 years. During that time, he has mastered the ability to assist clients in understanding their unique financial situation. Jim helps clients uncover what money truly means to them. With those understandings, Jim’s clients are able to navigate the complexities of wealth management, optimizing
Being willing to go above and beyond are the core principals which guided Jim to start his own practice. As the Executive Vice President of FIT Wealth Management, Jim places the highest priority on the interests of each client.
Jim received his bachelor’s degree with a focus in Business Administration. Prior to starting his own business, Jim worked for several respected financial institutions, including PaineWebber, Wells Fargo Advisors, and Fidelity Investments. Through those experiences, Jim began specializing in holistic planning, retirement planning, income planning, and investment planning.
Away from the Office
When he isn’t working, you can find Jim spending quality time with his family. He and his wife attend their children’s various activities. On weekends, Jim enjoys driving around to many beautiful locales in New Jersey, New York, and Pennsylvania. Some of Jim’s favorite hobbies include cooking and playing guitar.