Jim has 19 years of wealth management experience. He specializes in advising clients with complex financial situations, such as those involving privately held businesses, executive compensation packages, and estate tax liabilities.
He is a member of the firm’s Investment Committee and Financial Planning Committee where he shares responsibility for researching investments and financial strategies for clients.
Jim earned a BA degree from the University of Michigan, Ann Arbor; is a CERTIFIED FINANCIAL PLANNER™ professional; and holds the Accredited Investment Fiduciary® (AIF®) credential.
*E – explicit language may be used in this podcast.