Jim is a Private Wealth Advisor who works with entrepreneurs and retirees to help map out their financial goals and manage their investments. He believes that building strong client relationships is central to providing the best financial advice. By understanding each client’s aspirations, concerns and risk-comfort levels, he helps them achieve peace of mind. For more than 15 years, Jim distributed financial products for The Hartford, MetLife Investors, and SunAmerica where he educated and coached financial advisors in how to create income strategies for high net-worth clients. Jim brings a unique perspective and in-depth knowledge of structured products and mutual funds to his work. He enjo