He helps you WIN in your finances.

Here’s his background…

Jim’s passion is guiding families and business owners through life’s most complex financial decisions with clarity and confidence.

His journey began in the U.S. Navy, where he served aboard naval vessels and developed the precision, discipline and leadership that still guide his work today as a wealth advisor. 

After his military service and graduating college summa cum laude, he worked in IT where he refined systems, solved complex problems and helped businesses operate more efficiently. But it was his desire to help people directly that led him to financial planning. 

Now a CERTIFIED FINANCIAL PLANNER® with over a decade of experience, Jim combines analytical expertise with personal connection to lead clients through strategic planning and an exceptional experience at Blend Wealth.

Outside of work, Jim brings the same focus and intensity to his personal life. He holds black belts in both TaeKwonDo and Shotokan Karate. He’s also a proud husband and dad and an active member in his church.