Jim began his career at Merrill Lynch Wealth Management in 1995 after graduating from Indiana University’s School of Business. There he earned his bachelor's degree in Finance and Marketing.
Today, he focuses on assisting families in establishing and maintaining personalized wealth management strategies. Jim follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. He is passionate about delivering excellent service and is a CERTIFIED FINANCIAL PLANNER™ certificant.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
