Jim has over 25 years of experience focusing on retirement planning, tax strategies and wealth management with a focus on educators and the self-employed. He uses his 17 years with the Retirement Benefits Group to help his clients obtain peace of mind as they plan for and during the retirement years.
Working with a team of professional associates, Jim brings a large resource base to his clients as their financial picture continues to grow in complexity. Working with individuals through the planning process, he and his team are able to offer suitable wholistic recommendations in areas such as wealth accumulation, retirement preparation and estate preservation.
Jim holds several designations that he has obtained throughout his career in an effort to grow his expertise and be a continued resource to his clients. Jim has earned a Masters’ of Business Administration (MBA), as well as, industry specific designations of CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC).
At any given time, Jim may be found visiting clients throughout beautiful central Pennsylvania.
Jim has earned the designation of CFP® CERTIFIED FINANCIAL PLANNER™ professional.
FINRA Licenses: Series 7, 66
Life & Health Licenses: Pennsylvania
National Leader Corps (NLC)