Comprehensive financial planning is like a puzzle. From cash flow to estate planning, it goes together one piece at a time. A good plan starts with asking ‘why?’ Once we know the ‘why,’ we can put all the other pieces — the ‘what, when, and how’ — into place during the planning process.
Jim has more than 20 years of experience helping clients achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ CFP® and holds FINRA Series 7, 65, 63, 31 licenses in Alabama, Georgia, New York, Pennsylvania, and Vermont. He also holds Life, Health, and Variable Annuity Licenses. He is a member of the Financial Planning Association (FPA), National Association of Tax Professionals (NATP), and Leadership Shelby County. He is also a StrongHer Money Ambassador.
Jim graduated from The University of Alabama with a Bachelor of Science in Corporate Finance with a concentration in World Business and a minor in Economics. He is currently enrolled in Villanova University’s Charles Widger School of Law where he is working towards a Master of Taxation with a concentration in Estate Tax Planning. He will complete his degree in fall 2023.
He is the President of the Pelham City Schools Foundation, Past President of Leadership Shelby County Alumni Board, Past President of FPA of North Alabama, and Past Campaign Chair for the United Way of Central Alabama.