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.
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.