He focuses on individual and group retirement planning with a specialization in fiduciary investing standards. In addition, Jim has a thorough knowledge of fiduciary responsibility and the Global Fiduciary Standard of Excellence. He brings the highest level of professionalism and expertise to investment stewards and individual investors.
Jim earned the Accredited Investment Fiduciary® designation through the Center for Fiduciary Studies at the Katz Graduate School of Business. He received his Bachelor’s Degree in Finance from Siena College and a Master’s of Business Administration from SUNY Albany. Jim holds the Series 7 and 66 Licenses, as well as Life and Health Insurance Licenses.