James is an established talent in the financial services industry since 1992. He specializes in solving complicated issues surrounding estate, business succession and investment planning. For over 16 years, Jim’s belief in a “serve first” business philosophy is an attribute that has enabled him to develop solid long term relationships with his clients. Jim is a true client advocate utilizing a very unique approach to helping his clients reach their goals and objectives. Jim resides in Washington Township, New Jersey with his wife Tanya, daughter Katrina and son Jarrett.
Areas of Specialty
Jim had developed a very unique approach to planning through a very specialized area of Planned Giving. He has supported organization in the development and the support of Planned Giving Initiatives and has worked closely with donor bases in the education and exploration of a planned gift offering.
Central Michigan University, B.A.A. Honors Program, Dean’s list
Northeast Planning Corporation, Philanthropic Division
Phone: 856.552.3660 ext. 2003 Fax: 856.552.3682
651 Route 73 North, Suite 401 Marlton, NJ 08053
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian