For close to 29 years Jim has served as a wealth manager at Capital One, Chevy Chase, Suntrust and NYLife specializing in crafting, simplifying, and integrating well-developed comprehensive wealth plans for his clients. Every client meeting is centered around a proactive, personalized experience allowing for open communication that leads to successful plan management.
Jim maintains his Series 7 and 66 securities registrations along with Life and Health insurance licenses across several states. He received a BA in Economics and Government at William & Mary.
Family is first for Jim. He and his wife Robyn reside in Springfield, VA with their two Brittany Spaniels where a favorite pastime is enjoying the Outer Banks beaches of North Carolina. He finds time to follow Washington sports, particularly the Capitals, Redskins, Nationals, and Wizards. As an avid outdoorsman Jim enjoys hunting, fishing and working the family farm in southern Virginia.