Jim is a financial advisor who brings a thoughtful, client-first approach to helping individuals and families build confidence in their financial future. After more than a decade with Toyota North America in Procurement, he developed a strong foundation in strategic planning, financial analysis, and relationship management — skills he now applies every day in his work with clients.
Inspired by seeing firsthand the impact of his own financial plan, Jim made the intentional decision to transition into financial planning so he could help others experience that same clarity and peace of mind. He focuses on wealth accumulation, retirement planning, income tax planning, and risk-management strategies, guiding clients through both the big picture and the meaningful details that matter along the way.
Jim attended Xavier University where he studied Finance and later completed his Certificate in Financial Planning through the University of Kentucky Executive Education Program. He holds the Series 7, 66, and 65 licenses.
Originally from Cleveland, Ohio, Jim now lives in Lexington, Kentucky with his wife, Megan, and their two sons. Outside of work, you’ll find him on a hiking trail, trying out the latest fitness program, or playing the drums.