Jimmy began his professional career as a financial advisor with one of the leading financial planning firms in the industry. He has over 10 years of experience in the industry and his reliability, trustworthiness and extensive knowledge of the financial planning process have allowed him to build a noteworthy network of loyal clients.
While helping his clients navigate the recent uncertain financial times, Jimmy saw a need for a more comprehensive, relationship-based financial planning process that integrated services critical to his clients financial success, such as proactive tax management strategies, insurance, estate & long term care planning.
James is a highly qualified Wealth Manager. He has earned his CRPC (Chartered Retirement Planning Counselor) designations as well as numerous industry accreditations including his Series 7 and Series 66.
An alumnus of the University of Pittsburgh, Jimmy lives in Pittsburgh's Northside neighborhood with his wife Rebecca and sons Keegan & Finnegan. In an effort to give back to the community and be a positive role model to underserved youth, James has been Big Brother for the Big Brothers Big Sisters of Greater Pittsburgh since August 2008 and accepted a position to the Board of Directors in October of 2010. A position he still currently holds.