My role:
Jim is a Private Wealth Advisor that focuses on estate planning, business succession, and insurance planning to help families achieve long term goals, and helps businesses provide quality benefits to their employees in the most efficient way.
Work History:
Jim has worked for in the financial planning industry for 54 years. He joined IronBridge Wealth Counsel in 2022.
Where I come from:
Jim grew up in Springfield Summit, New Jersey and lived in Livingston, NJ for 34 years. He currently resides in Roseland, New Jersey.
Education:
Jim graduated cum laude from the Wharton School of Business at the University of Pennsylvania. Throughout his career, Jim has earned the Chartered Life Underwriter designation, The Chartered Financial Consultant designation, and received certificates from the American College in Pension Planning and Estate Planning.
My Why:
I am passionate helping clients achieve their financial and personal goals.
Community Engagement:
Jim is a member and former officer for Temple B’Nai Shalom and dual member of Penn Club Metro New Jersey and Wharton Club of New Jersey.