With more than 28 years of experience in the financial industry, Jim is an accomplished, performance-driven Wealth Advisor. Jim's clients appreciate his  insight and helpful guidance as he coordinates the varied components required to deliver a complete Wealth Management solution and achieve their personal goals.

He holds the designation of Certified Trust and Financial Advisor (CTFA) from the American Bankers Association's Institute of Certified Bankers, and is an Accredited Trust Financial Advisor (ATFA) through Campbell University. He earned his Associates degree from Harrisburg Area Community College, and is currently pursuing his Bachelors degree in Business Administration.

In the community, Jim serves on the boards of several organizations -- Estate Planning Council of Central PA, Rotary Club of Mechanicsburg North, and American Legion Post #974 Sons of the American Legion, and is an active member of Eureka-West Shore Lodge #302. 

When the client work is done, Jim resides in New Cumberland with his family, including an Australian Blue Healer cattle dog named Maverick. He also enjoys a good game of golf, a fine bourbon, and collaborates with a friend at Pigtails Barbeque, a full-service caterer serving south-central PA.