Jim, a retired financial advisor, holds the designation of Chartered Retirement Planning Counselor, CRPC® from the College of Financial Planning and is an ERISA 408-g Fiduciary Advisor. He has been providing financial, retirement, and investment solutions for families, business large and small, municipalities, and foundations since 1983.
Jim is founder of the Personal Finance Education Center, an organization dedicated to EMPOWERING organizations and their people with financial education and literacy. He teaches a comprehensive financial education and literacy course to help people with learning about money, saving,credit, retirement and investing.
He has developed a 3 part 8 hour course titled "Money Smart For Young Adults", which is designed for high school seniors and college students to help them prepare for adult life, understanding the basics of money and finance that they will need in their daily lives as independent adults.
Jim is a 3rd generation Phoenix native married with two children. He graduated from Northern Arizona University in 1979 receiving degrees in both Science and Mathematics.
He also currently serves as a business mentor with SCORE, a part of the Small Business Administration (SBA), the Arizona Small Business Association (ASBA), business mentoring team, and is on the board of a local charity.
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