Jim is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in retirement planning. He is an impartial fee-based planner with absolutely no sales quotas or production requirements. Jim’s goal is to deliver unsurpassed service and professional insight to clients. He measures his success not by performance statistics or product sales, but by the comfort and prosperity his clients enjoy in retirement.
Fun Facts
Jim also…
- Graduated cum laude from the University of Massachusetts with a natural resources degree and worked as an arborist
- Lived in London
- Drove cross country eight times (but not in a row).
- Has a black belt in Goju Ryu Karate.
- Has had two fingers reattached (or put another way, is accident prone).
I enjoy growing, catching and harvesting my own food. This is a King (chinook) salmon from British Columbia.

Family (sister and mom)

Heart Lake, Indian Peaks Wilderness Colorado

Lake Isabel, Indian Peaks Wilderness

Fall winter squash harvest from my garden

The first Starbucks ever. Pike Place Market Seattle. Coffee is a food group to me!
