Focus

“I provide comprehensive investment planning to families who are planning to retire or who are already retired. I help families build safe and reliable retirement income.”

 Background and Experience

Jim has helped clients address their financial concerns since 1994. His strategies are developed by focusing on each individual’s specific needs. He has dedicated his career to delivering personalized investment planning services to multiple generations using his extensive experience throughout major shifts in the markets.

Prior to Wells Fargo Advisors Financial Network, Jim spent nine years with Legg Mason where he developed his fundamental investment knowledge. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2005 where he has provided personal financial advice for individuals and families. In 2001, Jim earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. He went on to earn the Chartered Financial Advisor designation in 2008.

Away from the office

Jim is a lifelong resident of Maryland and has been happily married to his wife for 28 years.  They have two daughters who followed in Jim's footsteps and attended the University of Maryland, where they studied business. Jim’s life centers around his family, but he finds time to attend Maryland Basketball games, where he is a season ticket holder, and to play tennis and golf as often as possible.