Jim graduated from Yale University where he was the captain of the basketball team, a member of Skull and Bones, and a singer in the Yale Whiffenpoofs. Jim provided technology consulting to banks, brokerage and insurance companies for 20 years before kidney dialysis caused an early retirement. Blessed with a kidney transplant, he joined Teresa’s business in 2002 with a keen eye for investments, research, wealth management and panoramic retirement planning. He is a Chartered Financial Consultant and a charter holder from the CFA Institute who enjoys educating and assisting clients pursue their goals for financial freedom and fulfillment in retirement.
