Skip to Content

Experience

I specialize in helping high-net-worth individuals and related entities obtain their financial objectives in the most efficient tax matter. My expertise is in personal tax planning, retirement planning, and personal and fiduciary income tax considerations.

View More of Jim's Experience

Specializes In

Outside of work, I enjoy photography. I’m also a goalie on a hockey team, playing three times a week. I’ve done this most of my life, and often play before coming into work.