Jim transitioned from Charles Schwab to join Carlyon Family Wealth Management and brings to the team a focus on technical market analysis, exchange-traded funds and options strategies. He represented Schwab in the greater Chicago area, appearing on Fox and NBC Chicago TV news, CBS Chicago radio and contributing to articles published in the Chicago Tribune, Bloomberg Businessweek magazine and Money magazine. His approach to multigenerational financial planning is comprehensive and he pursues a deeper understanding of his clients’ values and motivations with care and patience.
Prior to becoming a financial consultant in 2004, Jim played professional baseball for various teams and he witnessed the poor financial decisions high-net-worth athletes routinely make. This 10-year experience inspired his passion for helping high-net-worth families implement a long-term approach to wealth management.
A graduate of the University of South Carolina with a Bachelor of Science in management, Jim holds a Chartered Retirement Planning Counselor designation. He is married with two sons and enjoys basketball, golf, softball and coaching his son's sports teams. Originally from Somerset, New Jersey, he and his family now live in Traverse City.