Jim has been managing private client wealth since 2003. He previously worked and owned businesses in the financial, technology and pharmaceutical industries. He specializes in tactical asset allocation strategies and liability management.
Jim graduated from Arizona State University with a degree in Real Estate and Finance.
Jim lives in Coto De Caza, CA with his wife, Stephanie. He has two daughters, Ashley (22) and Emily (20). He enjoys travel, fly fishing, and spending time with his family.
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