Jim has been in the financial services industry since 1982. He is a Financial Professional with experience in international banking, mortgage origination/compliance, and real estate sales. Jim uses his knowledge to assist families, individuals, and business owners to help them navigate and manage their own financial world.
Jim understands that the work he does in Finance has a direct correlation with the strength and stability of his community. He comes across many cases where people assume to work with a financial professional you need to have a certain amount of investable assets or pay by the hour for professional help. NFN uses a protection first philosophy and leverages a team of specialists working in Wealth Strategies, Retirement, and Protection Strategies. It can be difficult for anyone to know what to do and when to do it as it pertains to their finances. Focusing on educating people to make the best decisions for themselves, families and businesses is the role of a Financial Professional. Jim feels that by providing that education early on better habits can be learned and passed down to future generations.
Jim’s family is most important to him. He enjoys spending time with his wife, children, and grandchildren. As a former D1 Lacrosse goalie, Jim enjoys keeping up with the sport and is known for his passion for LAX. He also enjoys golf, recharging and relaxing at the beach.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.