Jim manages a successful financial planning practice specializing in retirement planning, wealth management and wealth distribution strategies. Jim started building his financial planning practice in 2001 when he partnered with Lincoln Financial Advisors.
Prior to joining Lincoln Financial Advisors, Jim took a year off to travel around the world. "My success in financial services allowed me the opportunity to pursue my lifelong dream to travel to some of the most interesting places on earth. Along the way I met entrepreneurs and successful business people in Africa, Europe, Australia, and Nepal. My travel experiences helped me form the business plan that has developed into a career that allows me to help others achieve their financial goals."
Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds a Masters of Business Administration degree with a concentration in finance from the University of Hartford, and a Bachelor of Science degree from Bryant University. Jim was a member of the Finance Committee in the town of Douglas from 2004 to 2011. He is a volunteer math and finance tutor at Sherwood Middle School in Shrewsbury, MA and a Playspace Activity Leader for Horizon for Homeless Children in Worcester, MA.
Jim began his career in financial services with The Travelers Asset Management and Pension Services Group in 1991. He joined CIGNA Financial Services in 1996 and served in various management roles including Director of Marketing and Sales. "As a Private Wealth Advisor, my focus is on creating a financial plan that will incorporate my client's goals, help them manage their wealth and coordinate with their other financial advisors to help them toward achieving those goals."
Jim and his daughter, Haley, live in Shrewsbury, Mass.