As a Fiduciary, Jim works with families, and small business owners to map, track, and achieve their financial goals. Jim attended Jesuit High School in Tampa FL prior to pursuing a Bachelors degree in Finance at Florida Atlantic University in Boca Raton.
Jim's Professional Designations Include a Series 7, 24, 63, and 65. He is also a licensed Life, Health, and Annuity Professional. Prior to founding Dividend Wealth Management in 2011, Jim served as a Vice President with JP Morgan Chase in Tampa.
Jim resides in Odessa FL with his wife Jill and two daughters. In his spare time he likes to play sports with his daughters, sip coffee with his wife, and fish with his dog Luna