Jim focuses on providing sophisticated wealth planning and investment management strategies to affluent individuals, families, nonprofit organizations and small business owners.  Jim began his career in the financial services industry in 2015 when he joined UBS in his fathers practice. Together, they guide clients through retirement planning, education funding, 401k management, liability management and insurance needs.

Prior to UBS he worked for Siemens Energy Inc. managing the construction and commissioning of power plants around the globe. He graduated from Massachusetts Maritime Academy with a B.S. in facilities engineering and earned a M.S. in Project Management from Northeastern University.

Outside the office, Jim has been active in a number of organizations in the community including the Cape Cod Chamber of Commerce as well as volunteering for Big Brother Big Sister of the Cape and Islands. Jim and his wife, Callie, a labor and delivery nurse live in Centerville with their two dogs. They enjoy fishing the waters of Cape Cod and traveling.

AR, AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, ME, MI, NC, NH, NY, OR, RI, SC, VA, VT, WA