Since Jim joined our team as Operations Manager he has used his extensive knowledge and background of the financial services sector to help drive the ongoing success of our firm. Jim has great organizational skills and a strong commitment to client services ensuring the timely and accurate processing of paperwork and account management.
Jim has also studied very hard to obtain both his securities and insurance licences and becoming a successful advisor.
Originally from Wisconsin, Jim’s family moved to Florida just before high school where he was active in sports and student government. Jim holds a Bachelor of Business Administration (with a concentration in Computer and Information Sciences) from the University of Florida and an MBA from the University of North Florida. He comes to us with over 30 years of experience in Technology and Operations, mostly with Bank of America where his latest focus was on the “financial” aspects of technology, where he created expense models to assist in budget planning as well as contract negotiation with major software vendors.
Jim and his wife, Beverly, relocated from Jacksonville Beach to Cape Coral in 2012 to enjoy the fantastic boating here in southwest Florida. Jim & Bev particularly enjoy sailing, cycling and relaxing with their dog Mojo.