Focus: Insurance Strategies, Investment Strategies
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Jim splits his time between his "Mountain office" in the awe inspiring Vail Valley of Colorado and his "Ocean Office" in the historic and beautiful city of Boston, MA.
Jim is a graduate of Stonehill College in North Easton Massachusetts as well as the Boston University program for financial planners. He serves on the Stonehill College Alumni Council as well as the board of Directors of the MM agents association.
Jim, his wife Denise and their two children Sam and Kate enjoy skiing and hiking together in the mountains of Colorado and Maine.
Check the background of this investment professional on FINRA’s BrokerCheck
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.