Jim is devoted to helping his clients achieve financial independence, while also having the means to fulfill a purpose greater than themselves.
Throughout his career as a CPA, financial planner, and investment representative, Jim has cultivated the expertise that allows him to meld his passion for helping others with his commitment to Christian values. He strives to help his clients make sense of the confusing, simplify the complicated, and find a sense of calm and purpose when it comes to their financial lives.
Jim’s commitment to values-based investments is evident not only in his clients’ portfolios, but in his professional and personal lives as well. As an advisor, he is active in Kingdom Advisors, a national network of faith-based advisors. He is an active member of parishes in two states, and he commits over 10% of his annual gross earnings to various charitable organizations through his donor-advised fund.
Whether it is in the summer in Vermont or during the winter in Florida, you’ll often see Jim and his lovely wife, Diane, out on the golf course spoiling a good walk (to paraphrase Mark Twain).
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Licenses: Series 7, 63, 65, and Life, Health, and Disability insurance in VT and FL
- Manhattan College, B.S. Business Administration, Magna Cum Laude
- Destiny Church – Naples FL and Ignite Church -Williston VT - Member
- Greater Burlington Industrial Corporation (GBIC) - Board Member
- American Institute of CPA’s (AICPA) and VTSCPA - Member
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.