Financial Planner
“Talk about a dream, try to make it real”
Bruce Springsteen, Badlands
For Jim, a native New Yorker who spent his middle school and high school years in New Jersey, Springsteen proved to be entertainment and at times inspiration. The above quote is the basis of his financial planning philosophy.
“Oh, someday, girl, I don’t know when
We’re gonna get to that place
Where we really wanna go and we’ll walk in the sun”
Bruce Springsteen, Born to Run
Jim’s journey has seen him live in New York, Michigan, New Jersey, Vermont, Minnesota, Colorado, and Pennsylvania. His educational background includes a bachelor’s degree in Business Administration from St. Michael’s College in Vermont and a master’s degree in Educational Administration from Kent State University. His career in the financial services industry began in 1990 in State College, PA (Happy Valley). Jim is married to his wife Wendy, who has been his partner during much of this journey and they have 3 children and 2 grandchildren.
“I had a friend was a big baseball player
Back in high school ”
Bruce Springsteen, Glory Days
An avid sports fan, but with no talent, Jim continues to try to play baseball with a goal of raising his lifetime batting average above the Mendoza line.
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