As a financial advisor with Wealth Enhancement, Jim specializes in tax strategies and estate-planning techniques to reduce income and estate taxes for his clients. He brings more than 20 years of experience specializing in financial and estate planning strategies, as well as asset allocation. In addition, Jim leverages his considerable experience to focus on capital preservation, distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, estate and risk management strategies, and multi-generational wealth preparation. 

In his free time, Jim enjoys sports including horseback riding, golfing, and tennis. He is currently a member and a former president of the Moriarty/Edgewood Rotary Club, a former board member of the Greater East Mountain Chamber of Commerce, a former SCORE mentor, and a former chairman of the board for the New Mexico Development Loan Fund.