Jim has spent over 20 years working with businesses and individuals to implement retirement and investment strategies. Jim's goal is to help clients manage the assets they spend a lifetime accumulating. He achieves this through straight-forward, comprehensive advising that simplifies the planning process for clients.
A native of Long Island, New York, Jim is a graduate of Clemson University where he was named 1985 ACC Player of the Year. In 1990, after a 5 year professional career with the California Angels, Jim moved to Charlotte with his wife Elizabeth. He is a member of Cross and Crown Lutheran Church and has volunteered with Boy Scouts of America and Life Connections of the Carolinas. He enjoys Clemson sports, fishing and spending time with his family and friends.