A member of the Northwest Wealth Management Group, Jim specializes in wealth management strategies and a full complement of financial planning, and trust and banking services. As a Wealth Advisor, Jim understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services and solutions are developed and delivered to help you pursue your goals. That’s why he offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations.

• B.S. - Accounting - University of Dayton
• M.B.A. - Finance - Case Western Reserve University

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• State of Ohio - Life, Health, Accident Insurance & Variable Annuities

• Current Member - Planned Giving Committee - Cincinnati Symphony Orchestra

AL, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA