Jim is a First Vice President and Financial Advisor with RBC Wealth Management. Prior to joining Tucker Anthony in 1998 Jim was a senior tax manager at Baker Newman & Noyes, L.L.C. (formerly KPMG Peat Marwick and Ernst & Young). As a tax professional, Jim spent fifteen years providing services to medical professionals, closely held businesses and high net worth individuals. He has his CERTIFIED FINANCIAL PLANNER™ certification, and Accredited Investment Fiduciary® designation. Jim’s current areas of professional service include individual portfolio management, personal wealth planning, estate planning and retirement plan design consulting. Jim currently serves on the RBC Wealth Management Retirement Plan Consulting Advisory Board and has also served on the RBC Wealth Management Investment Advisory Council.
Jim’s current community involvement is focused on youth sports where he has been active coaching youth soccer, hockey and basketball. Other activities have included The Pine Tree Council — Boy Scouts of America as Treasurer, Endowment Committee Member, Executive Committee Member and Board Member, The American Heart Association — Portland Division as a Past President, Common Good Ventures as a Past Board Member, First Universalist Church as a Past Treasurer, Endowment Committee Member and Board Member.
Jim received his Bachelor of Arts degree in psychology and his MBA from MIU in Fairfield, Iowa. He lives in Yarmouth, Maine with his wife Julie and their 3 sons. His interests include playing hockey, biking, kayaking, golf and snowboarding-skiing.