Jim understands it is vital to put his clients first. With over three decades of industry experience, Jim has developed the knowledge and tools to help his clients structure accounts that address their specific financial goals. Jim started his career in Chattanooga with J. C Bradford and Co. in 1986. He has served as branch assistant manager and sales manager along with various senior advisory councils for JC Bradford, Paine Webber, and UBS. These designations are held by a select group of Financial Advisors and reflect a high level of various standards measured by the firm.

A 1981 University of Tennessee graduate with honors, Jim continues to give back to his community both financially and with his time. He has served on various nonprofit boards and been associated with numerous civic organizations. Jim has been married for over 30 years and has four grown boys.

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