Jim has been serving the financial needs of military veterans, clients at or near retirement and business owners for over 19 years. Prior to affiliating with Individual Financial Services (IFS) in 2016, Jim worked at several financial advisory firms including Prudential, Financial Services Corp (FSC) and LPL Financial.
Working under the umbrella of IFS, Jim takes a comprehensive approach to addressing his client’s financial needs. Only after fully understanding the client’s investment objectives and risk tolerance, he works closely with the client to develop a customized financial plan designed to meet long-term financial objectives. Jim specializes in a wide range of services including: retirement planning, education and estate planning, portfolio management and ongoing risk management.
Prior to entering the financial services industry in 1999, Jim retired from the Air Force after a 22-year career, where he served as a Loadmaster. Jim is certified on the following airframes: Lockheed C-130 Hercules, C-5 Galaxy and Boeing C-17 Globemaster III. Many of the skills Jim acquired while in the Air Force, such as dedication, loyalty and attention to detail, are skills that he utilizes while servicing his clients today.
Jim holds the FINRA Series 7 and 66 along with the Life, Accident & Health Insurance license. He studied business administration at Robert Morris University and Texas Christian University.
Jim and his wife, Teresa, have been married for 29 years and reside in Glenshaw, PA. They have two children, Anthony and Kirsten, both of whom are married. Jim enjoys spending time with family and friends, snowmobiling, cycling and golfing. Jim is active in his local community. He has served as a mentor for the Leading and Mentoring Program (LAMP) at Northway Christian Community Church, he has sat on the Military Affairs Advisory Board through the Chamber of Commerce and he served as the VP of government relations through the Air Force Association. In addition, Jim volunteers as a guest speaker to local schools through InvestWrite and serves as a power judge for the SIFMA Foundation and Invest It Forward for children in grades 6-12.
Jim may be reached at email@example.com or by calling (724) 935-3770.