Serving the Lower and Outer Cape
Jim has over 30 years of experience in helping people achieve their financial goals and gaining financial peace of mind. His entire career has been here on Cape Cod, including prior experience with a regional financial institution and a Boston based financial institution.
He holds a Bachelor of Arts in Business Administration from Salem State University and is a Certified Financial Planner (CFP®). Jim is also a member of the Estate Planning Council of Cape Cod and a board member of the Lower Cape Outreach Council.
Outside his career responsibilities, Jim enjoys golfing, fishing and is a member of Eastward Ho! and the Chatham Platform Tennis Association.
A lifelong resident of the Cape, Jim and his wife live in Orleans.
| • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • |
