Jim works with families and small business owners to map, track, and achieve their financial goals.
Jim studied Finance and Economics at Florida Atlantic University and has served families and small business owners in his local community as a fiduciary for over 20 years. Prior to founding Dividend Wealth Management in 2008, Jim served as a Vice President with JPMorgan Chase in the Retirement Planning Division.
He is a second generation Tampa native residing in Odessa, FL, with his wife Jill and two daughters. Outside the office, Jim volunteers as a youth sports coach, stays active with his daughters, and values time with his family.