Jim, a Baltimore native, graduated from the University of Baltimore in 1972, where he earned degrees in both marketing and finance. After a successful career of 25 years in the packaging industry, working for the largest food metal and specialty company in the world, he decided to change course due to changes in the global economy and corporate strategies. He relied on his finance degree and the skills he learned from corporate America to enter the financial investment and wealth planning industry.
In November 1996, he established his own practice, focusing on investment and insurance planning for individuals, families, and small business owners in Baltimore, Washington, D.C., northern Virginia, and southern Pennsylvania. Jim is a registered representative with LPL Financial and holds FINRA registrations. He passed the Series 65 exam in 2010, which has allowed him to take a more active management position with his clients’ investment portfolios. He is also a member of the Financial Planning Association and the Baltimore Life Underwriters.
When Jim isn’t working, he enjoys volunteering with the Towson Recreation Council, where he has coached his three children through various recreational programs and school activities over the past 18 years. He has also officiated many amateur, high school, and collegiate soccer matches in the area for the past 25 years. Jim and his wife, Trish, have been married for 43 years and currently reside in Towson. They are proud grandparents of two grandchildren.
Jim is registered with LPL Financial, a member of FINRA and SIPC, and offers securities through this company.