Jim joined Consolidated Planning in early 2015, after 15 year career in corporate retirement plan sales as an Regional Vice President with the Hartford, Voya and John Hancock.
Jim brings his knowledge and experience in institutional retirement planning to help individuals and business owners achieve financial balance while pursuing their goals and dreams. He is proud to deliver the Consolidated Planning Process-a process by which a client's world can become fully organized, protected, and focused.
A Charlotte resident for 17 years, Jim and his wife Alex live in South Charlotte with their five children: Sam, Addie, James, Lexie and Avery Jane.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian