With over 25 years of industry experience, Jim focuses his practice on asset management, financial planning and wealth transfer planning .When he's not in the office, you can find him teaching classes on financial wellness and retirement planning at major corporations throughout the tri-state area. Jim is known for making complex strategies simple for individuals and families. He spent over eight years co-hosting Connecticut's #1 financial talk show, Smart Money Radio and is a multi-year recipient of Connecticut Magazine's Five Star Wealth Manager Award (2014-2022).* A graduate of the University of Dayton, Jim currently resides in Guilford with his wife, Dana, their two sons, Ben and Will, and their two dogs.
Disclosure: 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.
I am licensed and registered to offer products and services in: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin