As a founding member of Leading Edge Wealth Advisors, Jim specializes in providing clients with comprehensive advice by helping to educate them and by evaluating their financial situation on an ongoing basis. He utilizes his corporate finance background to treat each family’s finances as he would a business. He focuses on all facets of their financial picture including investments, insurance, taxes, retirement and estate planning.
Jim focuses on the technical aspects of financial planning and investment management, drawing upon his 25+ years in the corporate financial world. In addition, he is responsible for portfolio asset allocation recommendations, preparing and delivering custom financial plans and performing due diligence on investments.
Prior to establishing Leading Edge Wealth Advisors, Jim was a founding partner in Severn Financial Group. He previously held senior-level corporate financial positions at several Washington, DC-area companies. He is a graduate of St. Francis College in Loretto, PA and later earned a Master of Business Administration degree from George Mason University in Fairfax, VA. In addition, he is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM professional.
Jim is active in the Annapolis community, currently serving as Treasurer and a member of the Board of Directors of the Anne Arundel Conflict Resolution Center. He previously served as Treasurer of Generals Highway Athletic Association and has coached various youth sports. The New Jersey native has lived in Annapolis’ Epping Forest neighborhood for twenty years with his wife Sherri and their two children, Abigail and Joseph.
In a fiduciary relationship, we provide advice that is based in the trust that our clients put in us as their financial stewards, providing confidence in the management of their money. This requires that we, as the fiduciary, act at all times for the sole benefit and interest of our clients.
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To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to fivestarprofessional.com.