By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Visit our main website and get to know the full team behind InterGen Wealth Partners here
Financial Advisor
Chartered Retirement Planning Counselor
Jim takes pride in truly understanding his clients. Together they chart a path that lead the clients to accomplish their most desirable ambitions.
Having worked in the industry for over 30 years, he has in depth knowledge of the markets and knows how to ask the correct questions to get the best possible outcomes for clients. Throughout his career, Jim has been well-known for being very loyal to his clients as well as aiding in their success now and for future generations to come.
As a graduate of The Ohio State University and Jim has a strong loyalty to the Buckeyes. He also supports the University of Dayton, attending a majority of their basketball games.
Jim resides in Centerville with his wife Sheila and has two children, Tyler and Jessica. Together they enjoy traveling, golfing, and skiing. He has supported and volunteered to many local charities over the years.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
Chartered Retirement Planning Counselor
Jim takes pride in truly understanding his clients. Together they chart a path that lead the clients to accomplish their most desirable ambitions.
Having worked in the industry for over 30 years, he has in depth knowledge of the markets and knows how to ask the correct questions to get the best possible outcomes for clients. Throughout his career, Jim has been well-known for being very loyal to his clients as well as aiding in their success now and for future generations to come.
As a graduate of The Ohio State University and Jim has a strong loyalty to the Buckeyes. He also supports the University of Dayton, attending a majority of their basketball games.
Jim resides in Centerville with his wife Sheila and has two children, Tyler and Jessica. Together they enjoy traveling, golfing, and skiing. He has supported and volunteered to many local charities over the years.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
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