Jim specializes in multi-generational estate and financial planning. He joined Raymond James in 2008 with his partner Geoff Simon. Prior to joining Raymond James, Jim was a national director for Sagemark Consulting of Lincoln Financial. He was also a regional CEO and advisor for CIGNA Financial Advisors.
Jim grew up in Illinois and received a Bachelor of Science in Psychology from Western Illinois University and his Master of Science in Financial and Wealth Planning from the College of Financial Planning in Colorado. He is a Certified Financial Planner™ professional (CFP®), Accredited Estate Planner®, Certified Retirement Planning Counselor™ and Chartered Financial Consultant (ChFC®). He also holds his Series 7, 66 and insurance licenses.
Jim is active in the community and is a member of the Investment Committee for Community Foundation of Tampa Bay, where he previously served as a Trustee. He also served on the Advisory Board for the National Christian Foundation of Tampa Bay.
When not working, Jim can be found on the golf course, either playing himself or proudly watching his son Jimmy play professionally in the PGA. Jim is equally proud of his eldest daughter, son-in-law and three grandchildren based in Atlanta, his oldest son who is also in Atlanta and youngest daughter in Wheaton, Illinois.
Jim has been married to his wife, Teri, for over 30 years. They are active with their church and enjoy serving as mentors and advisors.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.