James Kumpf,
APMA™
Vice President, Wealth Management
Jim specializes in fixed income strategies for corporate and individual investors, primarily using a disciplined buy-and-hold approach that emphasizes cash-flow planning, diversification, transparency and relative long-term stability. He is committed to being a reliable and accessible resource for his clients and helping them feel comfortable with their fixed income investments.
He earned his bachelor’s degree from Rutgers University and holds Series 7, 63, 65, and 66 licenses. His background includes more than 20 years in fixed income sales and trading at BlackRock and Comerica.
Originally from New Jersey, Jim now lives in Spring Lake, NJ, with his wife, Christine. In his free time, he enjoys playing tennis, skiing and surfing and is an avid gymgoer. He is the father of three children, Elle, Katie and Johnny.
- 325 N Old Woodward Ave Ste 320 Birmingham, MI 48009
- T: +1.248.540.3733
- F: +1.866.522.9597
- TF: 800.544.8754
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