Jim started his career with Baystate Financial in 2001 and joined the SFP Wealth team with over 35 years of industry experience. As a seasoned financial planner, Jim has extensive experience in investments, retirement planning, protection products, estate planning, and specializes in generational planning for his clients. Jim takes great pride in his role as a Managing Director/Financial Advisor and his greatest joy is developing long standing relationships with his clients.
Jim graduated from Tufts University with a BA in Economics. Jim is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) practitioner and holds his Series 6, 7, 63 licenses, as well as his Producer’s Life, Accident and Health or Sickness licenses.
Jim lives in Natick, MA with his wife. He loves to travel, spend time with his boys, and extended family and friends. Jim is known for being an avid sports fanatic and is a beloved Boston Red Sox fan. His happy place is a beautiful sunny day at Fenway Park.