Jim launched his career in the financial services industry over 30 years ago. He was the founder of a registered investment advisory firm, which eventually expanded with a group of partners before becoming part of Wealth Enhancement. Jim uses a goals-focused, planning-oriented approach to help his clients reach their long-term goals. Working with families, business owners and professionals, he focuses on exit/succession planning, investment strategies, estate planning and ultimately, financial independence.

Jim and his wife life in Glenmoore, Pennsylvania and have two grown children. He’s an active skier, golfer and cyclist.