Jim, originally from Boston, moved to Nashville in 1994 after graduating from Fordham University. He and his wife Angela have 4 amazing daughters. Jim is involved in several civic and community organizations. He has been in the industry for approximately 20 years. Jim serves on the team as the primary architect and designer of our clients’ financial plans. He is often referred to as the mad scientist, working in his lab to find a formula to help our clients’ goals become reality.