Jim is a financial executive and former practicing attorney with broad knowledge and experience thanks to 30-plus years of successfully managing client transactions, directing wealth service organizations, and working closely with people to understand their unique goals and challenges. Most importantly, he focuses on gathering and analyzing complex legal and financial information, making it accessible and clear to those who just want some help making incredibly important life decisions.
In an industry that often over-promises and under-delivers, Jim will always communicate with you directly, make sure your expectations are aligned with reality, and never diminish your priorities and values.
Hometown: Bangor, ME
Alma Mater(s): UMaine, BA; UNH, JD, Boston University School of Law, LLM
CERTIFIED FINANCIAL PLANNER™ Professional
Past gigs: Private practice in New Hampshire