With more than a decade of experience advising professionals, business owners, and their families, Jim specializes in helping high-earning professionals bring clarity, structure, and intention to their financial lives. Prior to Stillwater Private Wealth, he spent 11 years at a respected Registered Investment Advisor (RIA) firm in the greater Philadelphia area, where he guided clients toward their goals and gained hands-on experience in every aspect of wealth management — from investment management to building long-term, trusted relationships.

Jim’s approach centers around unwinding complexity for those with demanding careers or growing businesses. He works closely with clients to organize their financial picture, integrate personal and business planning, and develop comprehensive strategies that support both their lifestyle goals and long-term ambitions. Whether it’s optimizing cash flow, designing tax-efficient wealth strategies, or planning for liquidity events, Jim brings a proactive, collaborative mindset to his clients’ financial lives.

He holds a FINRA Series 65 license and is a proud graduate of Syracuse University, where he was a four-year member of the Men’s Rowing Team. A graduate of LaSalle College High School as well, Jim is originally from the Philadelphia area and now resides in Mount Pleasant, SC, just outside of Charleston, with his wife and family.