Seattle, Washington Office
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Jim helps clients pursue their goals with comprehensive planning and steady advocacy. He supports public-sector employees and individuals preparing for retirement with education and clear next steps. He values long-term relationships built on trust.
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Jim brings 20+ years of experience, including leadership of his own advisory practice. He later served public-sector retirement plan participants through onsite planning services and education. He earned a B.A. in Business Administration from the University of Washington. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2005.
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Jim’s approach is practical, education-forward, and client-centered. He simplifies complex choices and builds realistic plans clients can implement. He believes informed decisions help clients avoid costly mistakes and stay confident.
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Jim lives in Gig Harbor, Washington, with his wife, Carol, and has two grown children. He enjoys golfing, gardening, traveling, skiing, and camping. Time outdoors is a favorite way to recharge.
Connect with James
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