Jim has consistently achieved Lincoln Financial Advisors Corp. highest performance awards, and top industry recognition for outstanding performance and quality service for his clients. He is a member of The Resource Group®1, and member of Lincoln Premier Partners®2 Jim was recognized as a Premier Partners Diamond3 member for 2023 and has consecutively received the highest level of annual membership for the last decade. Prior to joining Lincoln in 1991, Jim spent 10 years performing investment and advisory services for several local companies.
Jim’s approach to financial planning sets him apart from others in the industry since his analysis and recommendations encompass all aspects of an individual’s situation – from estate tax strategies and retirement planning opportunities to business continuity and estate preservation. His work consistently demonstrates his unique ability to deliver creative solutions to his client's complex financial concerns. He believes in establishing long-term relationships with his clients and his services entail the design, implementation, and constant review of the planning to remain consistent with the client's ever-changing needs and tax law changes.
Jim specializes in high-net-worth estate planning strategies, wealth management and corporate retirement planning. He and his team have over a $800 million in client invested assets as of June 2023. Jim was selected as a Cleveland Five Star Wealth Manager4 for 2023 making his 10th consecutive year as a Five Star recipient. This award was issued on 7/1/23 by Five Star Professional (FSP) for the time period 10/10/2022 through 05/05/2023. In November 2021, Jim was recognized as a Crain’s Notable Wealth Manager5 in Northeast Ohio based on data from 2021.
Jim is a graduate of The University of Michigan, has a Masters in Business Administration from Case Western Reserve Weatherhead School of Business, and graduated from University School in Hunting Valley. Jim has received the designations of an ACCREDITED INVESTMENT FIDUCIARY® 6 in May, 2010 and a CHARTERED RETIREMENT PLANNING COUNSELOR™ in January 2008. He is an Investment Advisory Representative, and holds FINRA Series 6, 7, and 63 registrations and maintains the Ohio Life, Accident/Health Insurance and Annuity license. Jim serves on the Leadership Council for University Hospitals Seidman Cancer Center. He and his wife Teri have four children and they live in Pepper Pike, OH.
1An invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.
2 The Premier Partners Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production.
3 This award is an internal recognition determined by annual sales amount
4 The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Jim was nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success. A fee of $360 was paid for use of the logo in promotional material.
5 The Crain’s© Notable Wealth Managers 2021 Award is independently produced by Cleveland Crain’s© Magazine. To qualify for the list, nominees must be based in Northeastern Ohio. They must maintain full-time employment at a financial institution or company offering wealth management services and showcase professional achievements. They must have a minimum of three years’ experience and oversee at least $10 million in assets under advisement. They must be active in the community and/or philanthropic activities, mentoring programs and/or diversity and inclusion initiatives. Of the nominations received, 46 were selected. Neither the advisors nor their parent firm pay a fee to Crain’s for the nomination or receipt of the award. Jim was nominated by a colleague at his firm. The award was independently granted and membership in an organization was not required. A fee of $525 was paid for use of the logo in promotional material. Working with a Crain’s Notable Wealth Manager Award recipient is no guarantee of investment success. For more information please visit, https://www.crainscleveland.com/awards/crains-2021-notable-wealth-managers.
6 Use of the AIF designation does not imply that Lincoln Financial Advisors Corp. or its Investment Advisor representatives may act in fiduciary capacity for ERISA plans.