Jim takes great pride in the relationships and diverse client base he has accumulated using a disciplined approach to clients’ wealth management. His dedication to managing, simplifying, and implementing a long-term financial plan for his clients is evident in each meeting.
What path led you to wealth management?
My father had been in the investment business nearly all of my childhood. I had tremendous exposure to how he was able to help families, and knew, over time, that I wanted to be in the position to do the same. His work never seemed like traditional 9-5 “work” but more of who he is, all the time. That, and the enormous responsibility we have to our clients as wealth managers not only attracted me initially, but continues to be my driving force.
Why did you join TDC?
That’s easy! – The perfect marriage of a few things: One, our “Why” – Helping families be families, stronger, closer, wiser; Two, outstanding people and culture; Three, an investment discipline that makes sense, hasn’t changed, and does not rely on my ability to guess right.
What most excites you about your work?
We are in a time where there are nearly 10,000 baby boomers turning age 65 and retiring per day for the next 19 years and technology has improved to assist our expertise in helping our clients consolidate their understanding of their financial picture. The opportunity to help a significant number of families in a really big way is right in front of us and as a firm we are very well positioned to be a part of that.
What has been your most rewarding career experience?
It has been the relationships and friendships with clients that I have developed through the diligence of having their interest ahead of all else.
What personal accomplishments are you most proud of?
My family, without a doubt. I have been married to my best friend, Alison, for the last eleven years and God has blessed us with 4 awesome boys.
Why do families need to be stronger, closer, and wiser?
As we help families accumulate wealth, I think the definition of the word wealth changes. Real wealth is being able to spend time, energy, and resources on what really matters. If we do our job right, our clients ought to be able to build wealth, retire confidently, sleep easy, and have a full family understanding of what the wealth is for. The most important asset we have is our family and we have an opportunity for wealth to be a family builder, not a family burden.
What do you like to do outside of work? What’s your favorite way to spend a weekend?
Being a Dad and being a husband are my passions. A perfect weekend to me is one where we spend quality time together on something we all enjoy: Being at the lake, playing basketball, golfing, giving our time to help others, or just plain being together. “Together” is the key component for me.
What are some of your biggest influences?
While I have been extremely blessed to be surrounded by a group of very successful business leaders, fathers, and friends, the greatest influence in shaping me personally and professionally has been my Dad. He has been an absolute rock for our family and leads through example in how he sets his priorities, how he treats people, and how he responds to curve balls in life.