He has worked with local small businesses as well as national companies. Jim knows about the ups and downs of life, and through them, gained the expertise to meet with and privately discuss your stages of life and your personal and business financial goals. He has a sincere desire to do so because it is not just his job, it's his passion.
Jim has a bachelor's degree in economics from the University of Florida and degrees as a chartered financial consultant and certified life underwriter from The American College of Financial Services. He also completed additional certification in estate planning, employee benefits, retirement planning and financial services for seniors, obtaining Medicare and Social Security Certifications. Jim has licenses for life insurance and health insurance, as well as a Series 65 securities license.
Jim is self-employed and partners his securities business through his broker/dealer. He places his insurance business through Insurevest Corporation.
He has helped many seniors who have accumulated assets and wanted guidance in establishing their retirement plan for developing their family legacy, including making sure that both their living wills and their final wills are all in order.
Of great importance to Jim, is that the identity of his clients is confidential and that their personal and financial matters are handled privately. For those individuals who have diverse goals and life situations, Jim can be an outstanding resource in putting together a life transition plan. Children or senior parents are often involved in this planning.
Over the years, Jim has been very active in his church and missionary endeavors. While following his life-long inclination to help others, Jim has also supported charitable giving.