Jim offers clients more than 10 years of financial services/retirement planning/investment management experience. Jim has earned the professional designations of Registered Income Certified Professional, RICP, and Certified in Social Security Claiming Strategies, CSSCS, and is a graduate of Virginia Commonwealth University.
Jim’s holistic approach to financial advising is to understand the needs and wants of his clients and developing and implementing customized strategies to meet their goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results.
Jim lived in Richmond for over 25 years. He and his family now reside in Williamsburg in order to be closer to his wife’s family. Jim is married to his wife, Kim and has 3 daughters, Ally, Cate, and Gigi.