Jim brings over 30 years of experience in accounting and wealth management to the Hickok & Boardman Capital Management team. Prior to joining the firm, Jim served on the Executive Committee and Tax Partner with Gallagher Flynn & Company CPA’s and was Managing Director of its Wealth Management Division which he formed and managed since inception.
Jim’s breadth and depth of knowledge, creative thinking, and extensive background in estate planning, charitable giving, investment management and risk management have served his clients well and add to the local and national resources available through Hickok & Boardman Capital Management.
Jim serves on the Board of Directors of Greater Burlington Industrial Corporation and is a member of the AICPA and the Vermont Society of CPA’s. Jim is active in his local church and is focused on improving his golf game. He and his wife Diane live in South Burlington.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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 does not provide tax or accounting services.