Jim is a financial advisor who has been in financial services since 1980. He began focusing on 401k plans in 1990 and currently services plans in 6 southeastern states. To complement his retirement plan practice, Jim began expanding his managed account practice in 2000, with the intention of helping individual clients achieve their income goals at retirement.
As a Certified Plan Fiduciary Advisor, Jim assists plan trustees and their committees with understanding their responsibilities and implementing appropriate plan policies under the current fiduciary regulatory environment. He especially enjoys educating individual participants through one-on-one meetings regarding the importance of saving for their retirements.
Jim is a life member of The Million Dollar Round Table and past president of Life Leaders of Georgia. He is a member of American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA). He is past National Chair of AXA’s National Agent Forum.
Jim is married to his partner in business, Sue, and they have two adult children, Mary and John. He maintains offices in Lawrenceville, Georgia and Chattanooga, Tennessee and enjoys playing golf in his spare time.