Jim has been a member of the Horizon Team since October 2023, but brings over 33 years of experience in financial services experience. Jim was in practice with Ameriprise Financial for 30 years, and most recently was the Director of Retirement Planning at Future Capital, overseeing the management of employee retirement accounts.
Jim assists the advisors at Horizon Wealth by handling account trading, investment allocation management and insight and reviews of the market.
Jim has been a CFP professional and Series 7 licensed for 33 years and is Series 63 licensed as well*. When he is not at his desk, Jim enjoys hiking, kayaking, gardening and keeping active outdoors.
*Licenses held through LPL Financial.