With 20 years of industry experience, Jim focuses on asset management, financial planning, and protection planning
strategies. Jim has been teaching financial planning classes in major corporations across the tristate area for over a decade,
educating thousands on a variety of financial topics. He also co-hosted Connecticut’s #1 financial talk show, Smart Money
Radio, for over eight years. Jim is a multi-year winner recipient of the (2014-2017) Connecticut Magazine’s Five Star Wealth
Manager Award.* Jim Lives in Guilford, Connecticut with his wife and their two sons. Jim is active in his community, giving
time to many charitable organizations.
Domiciled in CT and licensed to sell insurance and securities in several states.
*The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer.