Jim is a seasoned wealth advisor with more than 33 years of experience guiding individuals and families toward financial independence with clarity and confidence.
He spent his entire career at Ameriprise Financial, building a reputation for thoughtful guidance, disciplined investment strategies, and long-term client relationships before joining Financial Design Group in February 2026.
Jim specializes in investment management and portfolio strategy, helping clients understand their financial resources while aligning plans with long-term goals. His approach emphasizes prudent decision-making, risk management, and personalized planning, with a focus on dividend-producing investments and capital appreciation.
Outside the office, Jim is very family oriented. His wife, Jennifer, is a registered nurse in Hematology & Oncology at Cleveland Clinic. Their daughter, Madeline, is a West Virginia University graduate currently pursuing her master’s degree in special education at Cleveland State University, while working full-time as a teacher’s aide in Avon City Schools. Their son, Brandon, is a Northwestern University graduate and works as a paralegal in the Chicago area.
Jim’s other passions include sports, classic Corvettes, antiques, playing guitar and travel.
Jim brings the same values to his work that guide his life: integrity, pragmatism and a commitment to helping others achieve lasting financial independence.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.