A data-driven strategist, Jim tracks industry trends and data to provide his clients with advice to help them reach their financial goals.
As co-founder of the former Enso Wealth Management which recently joined the Choreo, Jim is a leader in this industry. With more than 15 years of experience, he approaches full-service financial planning with long-term goals in mind while recognizing the importance of enjoying a fulfilling life along the way.
Combining his appetite for continuous learning with his first-hand experience, and as a former accountant, Jim has a technical understanding of finance. He incorporates his expertise into a holistic wealth management process. Jim creatively combines a wide range of available products with evidence-based investments to develop an individualized plan for each client.
This approach is a simple and transparent business model. When his clients succeed, he succeeds.
In his free time, Jim enjoys golfing, dirt bike riding, cycling, and spending time with his wife and three daughters.