Jim began his career in financial services with CREATIVE Financial Group upon graduation from Penn State University in 1992 with a B.A. degree in Speech Communications. He is Series 6 and 63 Securities licensed and holds his Life, Accident, and Health Insurance license.
Jim is dedicated to helping individuals, families, and business owners design and implement financial plans to meet their needs. As a father and business owner, he understands how important financial planning is for the well-being of his family and financial future. He is also aware that every client’s situation is unique and having a dialogue surrounding the things most important to you and your loved ones is the best way to reach immediate and long-term financial goals.
- Estate planning
- Wealth management
- Retirement planning strategies
- Business succession
- College funding
- Long term care needs
- Life insurance & disability income insurance
Local and National Awards:
- 1994 CREATIVE Financial Group Marketing Associate of the Year
- 2002, 2001 New England Financial Managing Associate of the Year
- 2013 MetLife Central Region Regional Sales Manager of the Year
- Founding member of the Central Regional Council. Responsibilities include mentoring and advising sales managers across the country.
Originally from Ridley Park, PA Jim resides with his wife Lisa (business development & client relations partner) and four children — Lauren, Lexi, Jimmy, & Joey — in Fort Washington, PA.
He enjoys being an active member of the Upper Dublin community as a volunteer and coach in youth soccer and basketball. He’s a proud supporter of the Hope for Hallie organization, the Boy Scouts Fall Trail Run, as well as an active sponsor of Upper Dublin athletics.
Jim is a die-hard Penn State and Philadelphia sports fan and loves vacationing with family and friends at the Jersey shore.
Please feel free to reach out directly to Jim at email@example.com or 610-405-9049 to start the conversation about your lifetime and legacy financial goals.