Jim exhibits a high degree of integrity and devotion to those he serves and methodically researches investment strategies designed for the efficient management and preservation of their assets.
He has more than 15 years of experience in the financial services industry. Jim develops wealth management plans based on each client’s individual financial situation, long-term goals, short-term needs and tolerance for market risk.
Before joining Whittaker Cooper in 2015, Jim worked at Capital Concepts Financial Services. He earned an MBA in finance from the University of Rochester’s William E. Simon School of Business, and a bachelor’s degree in commerce from Niagara University. He holds Series 7, 63 and 65 securities licenses, and is licensed in health, life and variable annuity insurance.
In addition, Jim studied logistic management in executive development programs at Georgia Tech and the University of Wisconsin-Madison. He has done extensive work in the corporate world in finance, logistics, accounting, and total quality management, including the Lean Management System and the Six Sigma process.
Jim and his wife, Nadia, live in the Suntree area and enjoy life in Brevard County. His interests outside of work include travel, skiing, rafting, kayaking, hiking and mountain climbing. His adventures have led him to the top of Mt. Kilimanjaro and the base of the Grand Canyon, as well as highly challenging climbs in Africa, Canada and America. Jim is a passionate advocate for Alzheimer’s care, education and caregiving, which began when he became the primary caregiver for his mother.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.