$5+ trillion
In invested assets globally
As of 11/07/2023
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
With over 25 years in the financial industry, Jim focuses in the areas of investment management and retirement distributions. Jim is a Certified Investment Management Analyst®, a designation obtained through coursework and examination at the Wharton School at the University of Pennsylvania. He holds a B.S. from Oregon State University in accounting and is Series 7 and 66 licensed.
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
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