With the knowledge that comes with more than 52 years of experience in the financial services industry, Jim helps investors navigate the myriad of available investment options with a high level of service and a personal commitment.

From financial planning to comprehensive portfolio management, Jim’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and reduce your risk.

At Raymond James, Jim has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also, he provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.

Jim joined Raymond James in 2019 after 48 years with Wells Fargo Advisors and all of its predecessor firms. He attended Marquette University and the University of Wisconsin Milwaukee, where he pursued a degree with an emphasis on finance. Jim also attended the three-year security association course of study at the Wharton School of the University of Pennsylvania in 1985. Jim holds the designation of Certified Retirement Consultant.

Jim is a member of the Wisconsin Club, the Italian Community Center, and the Order Sons and Daughters of Italy in America, as well as an active parishioner of St. Jude the Apostle Parish. Jim is married to Terri and is the proud father of four daughters and four grandchildren. He currently resides in Wauwatosa, Wisconsin. When not in the office, Jim enjoys golfing, boating, walking and studying the markets.