Specializing in retirement plan consulting, Jim is known among clients and colleagues for his patience and sincere passion for helping others reach their financial goals. Having been in the financial services industry since 1996, Jim focuses on asset management for high net-worth families, as well as institutional clients, in achieving their financial goals.
Previously, Jim was a financial advisor with Roney & Co., which became part of Raymond James in 1999. Drawn to the firm's commitment to superior service and a philosophy of helping individuals reach individual goals, Jim leverages Raymond James' considerable resources for the benefit of his clients.
Jim earned his bachelor's degree in business from Indiana University. His professional designations include Investment Management Consultant*, and Wealth Management Specialist.
A member of St. Francis and Clare Catholic Church, Jim is also active in coaching youth athletics within Center Grove as a Bantam football coach and AAU basketball coach. Originally from Greenwood, Jim currently lives in White River Township with his wife, Julie and their three children, Tyler, Lindsey and Mitchell.
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.