Jim, a native Delawarean, has over 28 years of financial planning and investment management experience. Jim joined Affinity Wealth Management, Inc. in April 2003 after six years in private practice. Prior to that, Jim was a Senior Advisor with American Express Financial Advisors. He is currently President of Affinity Wealth Management and is a member of the Investment Committee.
A graduate of Salesianum School and the University of Delaware with a BA degree in Economics, Jim has helped hundreds of individuals and families grow and protect their wealth. He earned national accreditation as a CERTIFIED FINANCIAL PLANNER® (CFP) practitioner in 1991.
Jim has received the Five Star Wealth Manager Award for six consecutive years in both Delaware Today and Philadelphia Magazine for overall client satisfaction. Jim has taught Retirement Planning to retirees and pre-retirees at the University of Delaware, Cecil County Community College and West Chester University. Jim resides in the Hockessin area with his wife and 14 year old daughter and enjoys golfing, fishing and boating in his spare time. Jim is a current member of the Society of Financial Service Professionals.
Direct Line: 302-254-6122
Toll Free: 800-825-8399 ext. 122