Jim has always believed that building a relationship grounded in trust and integrity is the best way to help clients achieve their financial objectives. After 20 years with some of the nation's largest financial management firms, Jim left to pursue his dream of a firm where relationships matter, a firm where the product is not stocks or bonds, but great advice. Jim is married with four children and lives in Arnold, Maryland where you'll find him actively involved in his community. He is on the board of the Financial Education Foundation, co-founder of Fish For a Cure, and coaches baseball and basketball. He is a Certified Financial Planner and Certified Public Accountant. Jim belongs to the AICPA, MACPA and NAPFA.