Jim is an independent financial planner and has been a branch manger with Raymond James Financial Services, Inc., member FINRA/SIPC, since 1995. Jim has acquired a broad array of investment expertise through his prior employments with Smith New Court Inc., in New York, an international investment brokerage house, and six years of institutional trading with Raymond James & Associates, Inc. at the corporate headquarters in Florida. He specializes in assisting individual clients to accumulate and preserve wealth for retirement, and meeting the financial needs of his corporate clients.

Jim holds a bachelor's degree in business administration from Dowling College. He holds the Series 7, Series 63, Series 24 securities licenses, and life, health, and annuity license.

Jim is a member of the Rotary Club of Clearwater East and the past president of the Safety Harbor Rotary Foundation. He is a member of the Clearwater Aquatics Team Board, and has also served on several boards including the Safety Harbor Chamber of Commerce, the Safety Harbor Rotary Club, the Pinellas County Bicycle Advisory Committee and the Mid-Florida Chapter of the Multiple Sclerosis Society. Jim is also an avid cyclist, and is one of the founding members of the Gearlink Cycling Team.

Jim, a native of Long Island, New York, lives in Palm Harbor, Florida with his wife, Simone, and their children, Matthew, Annamarie, and Isabelle.

Erika manages the administration of the office, and simply keeps it humming.

Prior to joining the team, Erika worked at the Raymond James Financial headquarters in St. Petersburg for five years. There she specialized in retirement planning and was an intricate part of a service team dedicated in the assistance and education of Raymond James' Financial advisors on the national level. Erika also has three years of experience in accounting and office management of the adult care administration field.

Erika attended the University of Central Florida and is a Florida native. She resides in Seminole with her husband Dean, who is also affiliated with Raymond James Financial, and their two daughters Katarina and Sophia.