Jim is co-owner of Houchin Ernst Wealth Advisors and has more than 19 years of experience in the financial services industry. He works closely with each client to assess their financial situation by considering factors such as assets, liabilities, income, insurance, taxes, investments and estate plan details. He then helps them set realistic goals and develops a comprehensive plan to pursue them, monitoring it to make sure it stays on track as their lives and the markets change over time.
As an Accredited Asset Management SpecialistSM, Jim has expertise in investments, insurance, tax, retirement and estate planning issues. He adheres to standards of professional conduct and is committed to continuing industry education.
Before co-founding the group, Jim was a Financial Advisor and First Vice President, Investments, at Wells Fargo Advisors, where he first began working with John Houchin. Earlier in his career, he was a Financial Advisor and Assistant Vice President, investments, at Banc of America Investment Services. He earned a bachelor’s degree in business administration from the University of Florida.
Originally from Youngstown, Ohio, Jim lives in Jupiter, Florida, with his wife, Kristy, and children Addison and Landon. In his free time, Jim enjoys golf and spending time with his family. He is a member of St. Peter Catholic Church.
Direct: (561) 440-5231