Jim’s primary goal is to work closely with his clients to ensure that they are meeting their financial objectives. Jim is particularly adept at helping clients work through the most complicated financial and business situations, from multi-partner buyout agreements to complex acquisitions. He is an active listener, preferring to lead through the art of asking thoughtful questions. A strategic thinker, Jim helps his clients identify the opportunities and challenges out on the horizon, and partners with them to develop and blueprints for attaining their long-term goals.
- Family and Independent Business
- Management Advisory