Jim provided technology consulting to banks, brokerage and insurance companies for 20 years before kidney dialysis caused an early retirement. Blessed with a kidney transplant, he joined Teresa’s business in 2002 with a keen eye for investments, research, wealth management, panoramic financial and retirement planning. He is a ChFC and charterholder from the CFA Institute who enjoys educating and assisting clients pursue their goals for financial freedom and fulfillment in retirement.

Jim graduated from Yale and was a member of the Whiffenpoofs, Skull and Bones and the captain of the basketball team. Over the years, his passions have included basketball, hiking, cycling, skiing, scuba diving, music, coaching, philosophy, religious studies, science fiction and fantasy. He is thankful that he works side-by-side with his soulmate and enjoys life with family and friends.