Originally from the East Coast, Jim has helped clients across the country manage their investments and finances throughout his career. He has extensive training in financial planning, portfolio construction and risk management. Jim holds an undergraduate degree from Gettysburg College and earned his Master of Business Administration degree at Penn State University. He currently lives in Danville, California, with his wife, Julie, and their three sons, Jack, Will and Matt. Jim is involved in a number of local nonprofit organizations and is also a member of the lacrosse coaching staff at San Ramon Valley High School.
