Jim entered the financial services industry in 1986, attracted to the idea of an independent career involving constant change, strategic planning and a subject that impacts almost everyone; their financial well-being. He worked with two national firms prior to joining Raymond James as a founding member of Dean & Masloff in May of 2008.
Jim earned his Bachelor of Science degree from James Madison University in 1985. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds both the Chartered Financial Consultant® and Chartered Life Underwriter® designations awarded by the American College. He is also a member of the Financial Planning Association.
Jim served for nine years as a Board Member and President of the Arc of the Piedmont, a non-profit organization dedicated to serving the needs of infants, children and adults with intellectual and developmental disabilities. He is a member of First Baptist Church Park Street in Charlottesville, Virginia.
A Virginian by birth, Jim has been a resident of Albemarle County since 1967. In his spare time he enjoys landscaping, exercise, studying history and politics, and spending time in and on the water with his family. He and his wife, Eva, and daughter, Alena, reside in Albemarle County.
Jim specializes in financial planning and investment management and has a long history of working with owners and executives within closely held companies. He is able to address the unique planning and investment needs of independent business owners, executives and retirees.
Jim is committed to helping his clients simplify their lives by providing appropriate planning and investment strategies designed to help them achieve their unique goals, allowing them the time and freedom to focus on what is most important to them.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.