Jim has been serving the financial needs of professionals, business owners and their families for more than 24 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.
As your financial advisor, Jim takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and tolerance for risk, Jim works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.
With the support of the experienced professionals at Raymond James, Jim works diligently to help you develop both your personal financial plan and a detailed investment strategy. This includes leveraging Raymond James’ extensive resources, including specialists in: financial, estate and tax planning; wealth accumulation; retirement planning; college funding; and more.
Jim’s planning-based approach is designed to help you address your current financial needs; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and strive toward your long-term financial goals.
Originally from Superior, Wisconsin, Jim graduated from the University of Wisconsin–Superior with a finance degree and a concentration in business. Prior to joining Raymond James in 2020, Jim worked for Morgan Stanley for 24 years. Away from the office, Jim enjoys hunting, finding antiques, and spending time with his family and four golden retrievers.