Experience
Makes all the difference
Jim currently lives in Lake Oswego with his wife Tracy and has three children. He is a huge MIT football team and CMC golf team fan.
Accomplishments
- Certified Investment Management Analyst (CIMA®)
- Chartered Retirement Plan Specialist (CRPS)
- Certified Public Accountant - Inactive
Education
- The Wharton School of Business - University of Pennsylvania IMCA CIMA Program
- B.S. Accounting, Oregon State University
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
Personal & Community
- BSA Leader and Eagle Scout
Registered States:
AK, AZ, CA, CO, DC, FL, HI, ID, IL, IN, MA, MD, ME, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA, WI