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Jim advises clients on financial planning and investment management issues. He joined RegentAtlantic in 2007 as a Financial Advisor and has served as Chair of the Financial Planning Committee and the Risk Management subcommittee. Jim serves a broad range of clients, with a particular focus on wealth management for retirees and those considering retirement community options.
He is regularly asked to speak at Continuing Care Retirement Communities, client events, and is frequently quoted in the media. He holds the CERTIFIED FINANCIAL PLANNER™ certification. He has an MBA from Rutgers Graduate School of Management and a BA in Economics from Rutgers College, and has served as an Adjunct Professor at Fairleigh Dickinson University where he taught prospective financial planners in the CFP® program. Previous to joining RegentAtlantic, Jim was a wealth management specialist at USI Bertholon Rowland. There, he advised high-net-worth attorney clients on investing, insurance and financial planning issues, while working with multiple county and state bar associations. Jim currently serves as the Treasurer/Secretary for the Estate and Financial Planning Council of Central New Jersey. He is also serves on the board of trustees for the Morristown United Methodist Church where he volunteers his time in youth education, finance committee and audio/video committee. Jim has spent recent summers also volunteering with Appalachia Service Project, rebuilding homes for underprivileged families. Prior to his career in financial services, Jim held several marketing positions in the music industry and is the only RegentAtlantic employee to have RIAA certified gold and platinum albums on his office wall.