Jim brings 13 years of experience in financial planning, with a focus on retirement income strategies. As a Retirement Income Certified Professional (RICP®), he has held key roles at major financial institutions, including RS Investments, Symetra Securities, Prudential, and Delaware Life. A graduate of UMass Lowell, Jim has built a strong track record for guiding clients through the complexities of retirement planning. He and his wife, Karen, have three children: Austin, Jordan, and Hailey.
Together, Brendan and Jim combine deep expertise and a personalized approach to financial planning that reflects both their extensive experience and their commitment to helping clients aim toward a financially stable future.