Jim began his investment career in 1991 and is celebrating 28 years of providing financial guidance to his clients. Jim specializes in designing, implementing and managing corporate retirement plans as well as providing unbiased financial advice for his clients’ retirement goals.
Jim is a Cambridge Investment Research, Inc., Registered Principal and currently holds numerous registrations including Series 6, 63, 65, 7, as well as Life, and Health Insurance licenses. Jim is a graduate of the University of Connecticut School of Business.
Outside of the office he enjoys spending time with his 3 children – Zach, Liv and Jake as well as snowboarding, and competing in triathlons.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America®
