Jim joined Affinity Wealth Management in 2003 after six years in private practice. Prior to that, Jim was a Senior Advisor with American Express Financial Advisors. He is a Senior Financial Advisor at Affinity Wealth Management and a member of the Investment Committee. Jim, a native Delawarean, has over 35 years of financial planning and investment management experience. A graduate of Salesianum School and the University of Delaware with a BA degree in Economics, he has helped hundreds of individuals and families grow and protect their wealth. He earned national accreditation as a Certified Financial Planner® (CFP) in 1991. Jim has received the Five Star Wealth Manager Award since 2009 by