Jim has been in the wealth management business since 1984 and understands how to meet clients' ever-changing financial needs and wants. He has both a BS and MA degree from The Ohio State University. Jim has been a Charity Newsie since 1979.
Jim believes when it comes to creating and preserving wealth, as well as boosting income, today's investors aren't looking just for investment vehicles and services; they are looking for a personal understanding of their financial needs and goals. Jim specializes in fixed income investments.