ABOUT US
Jim graduated from the Gatton College of Business and Economics at the University of Kentucky with a degree in Marketing. Prior to Wells Fargo Advisors Financial Network, he previously spent 17 years as a financial advisor with Wells Fargo Advisors. He holds the Series 7, 63, and 66 registrations and is licensed to provide risk management services using life and health insurance. Jim is a six-time Five Star Wealth Manager recipient (2017, 2016, 2015, 2014, 2013, and 2012).

He is currently involved with Lakeside Presbyterian Church, Beechwood Alumni Association and is a board member of the Stephan D. Weiss Foundation. He enjoys coaching, playing golf, traveling and spending time with his family. Jim resides in Fort Mitchell with his wife, Jentry, and their three children, Campbell, Griffin and Grayden.
OUR TEAM
We’ve dedicated our careers to delivering personalized investment planning services that our clients and their families deserve.
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