Practicing financial services since 2009, Jim provides comprehensive financial planning and investment management. Jim specializes in working with current and retired airline pilots and their families. As a financial professional with Legacy Wealth Partners, Jim is dedicated to helping his clients build secure financial futures. His goal is to develop a measurable and functional strategy that allows your dreams to be realized for this generation and next.

Jim joined Legacy Wealth Partners in Sept. 2021. He holds his FINRA Series 7 (General Securities) & Series 66 (Uniformed Combined State Law). Jim is a fellow pilot with United Airlines and flies the Boeing 787.

When Jim is not out flying or in the office, he can be found skiing, biking, or enjoying the outdoors. Jim grew up in Upstate NY and attended Liberty University in VA obtaining two Bachelor of Science Degrees. He and his family currently reside in Fort Collins, CO.