Jim comes to Planned Results, Inc with 10 years of industry experience ranging from wealth management to banking and lending. Jim enjoys helping clients reach their goals by understanding and prioritizing what is important to them. Jim guides families, professionals, and business owners to achieve financial security by emphasizing a sound financial plan.
Jim is a graduate of Washington & Lee University with a Bachelor’s of Arts degree in Economics where he was a 4-year letter winner on the baseball team. He currently serves in the Army National Guard as a chemical, biological, radiological, and nuclear specialist. Outside of work, Jim and his family spend time at the family camp in the Adirondacks or down in Maryland on the Chesapeake Bay – he especially likes trolling the shoreline for bass with his son Theodore. Jim holds his Series 6, 7, 63, and 66 licenses as well as his New York state Insurance License.