About Us
Jim graduated from Rose-Hulman Institute of Technology with a degree in Electrical Engineering. He served as a 1st Lieutenant in the U.S. Army and worked as a PGA golf professional for 8 years. He has been a registered financial advisor for 19 years. He holds his Series 7, 63, 66 and life insurance registrations. Jim is a Five Star Wealth Manager Award recipient (2022).

Jim is still an avid golfer and enjoys spending time with his family and their dogs. He and his wife, Kristina, live in Mariemont and are proud parents of their son, AJ.

Our Team

We’ve dedicated our careers to delivering personalized investment planning services that our clients and their families deserve.