With over 39 years in financial services, Jim began his career on Wall
Street in 1987. He has held various roles, gaining extensive expertise
in financial planning, tax and risk mitigation, and investment
management. As an Accredited Investment Fiduciary (AIF®), Jim
prioritizes his clients’ interests, creating and monitoring customized
portfolio strategies.

Jim holds the C(k)P® Certified 401(k) Professional Designation,
reflecting his expertise in corporate retirement plans. He serves as a
qualified advisor to corporate entities and high-net-worth families.

Jim moved to Houston in 1992 and lives in Sugar Land, TX, with
his wife, a gynecologist with a women’s healthcare and longevity
practice. His daughter recently graduated from the University of
Cincinnati, and his son attends the University of Houston.