Jim serves as Director of Wealth Planning Services for Cobblestone. He received a B.B.A degree in Accounting from St. Bonaventure University and a J.D. degree from the University of Dayton School of Law. Prior to joining Cobblestone Capital Advisors, Jim was Director of Pricewaterhouse Coopers’ Personal Financial Planning Group in Southwest Ohio, working closely with corporate executives, business owners, and families to meet their planning needs. He previously worked in the Private Clients Group of Nixon Peabody, LLP. Jim serves as a member of the YMCA George Williams Society Advisory Committee, a member of the United Way of Greater Rochester Professional Advisory Council, and Treasurer