Jim, originally from Boston, has been in Nashville since 1994 after graduating from Fordham University. He has 4 amazing daughters. Jim has been in leadership in several civic and community organizations. He has been in the industry for over 20 years. Jim serves on the team as the primary architect and designer of our clients’ financial plans. He is passionate about our clients, focusing on their education and well-being in every aspect of the planning relationship. He is often referred to as the mad scientist, working in his lab to find a formula to help our clients’ goals become reality.