He is a strong believer that to achieve financial goals hinges on having the right plan and minimizing taxes. A plan that fits the clients’ unique circumstances and grows with them. Jim’s greatest strength is listening to and understanding his clients’ needs, wants and wishes, to be able to help them work toward their financial goals and minimizing taxes through tax efficient solutions.

Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner, maintains the Accredited Investment Fiduciary® designation and is an Investment Advisor Representative with Cetera Advisor Networks LLC. He was a life and qualifying member of the Voya Circle of Excellence* for over 10 years. Jim is recognized by the Financial Times as one of the Top 401 Retirement Advisors** of 2015, 2016, 2017 and 2018 for his focus on serving defined contribution and retirement plans.

He lives in South King County and enjoys travel, fishing and spending time with his family.