Jim joined the Insight team in March 2011. He is a certified investment management practitioner who has been providing financial guidance since 1984. He was formerly with Northwestern Mutual and prior to that with New England Financial.
Jim holds securities FINRA Series 7, Series 63 and Series 65 registrations in 10 states including New Jersey, New York and Pennsylvania held with Aurora Private Wealth. He is certified as a Certified Investment Management Consultant (CIMC), Certified in Long-Term Care (CLTC), and a Certified Fund Specialist (CFS). Jim is also licensed to sell insurance in New Jersey, New York and Pennsylvania.
He is a graduate of Howard University with a Bachelor of Arts’ degree in political science. Jim lives in Bridgewater, NJ with his wife and two daughters.