Get to know:

Jim’s clients are extremely smart and accomplished people. “They already know how to get financial information,” he says “but their time is at a premium, and they recognize the value of professional advice specific to their situation.”

Jim acts as a colleague, a teammate, a resource – someone who can help clients explore options and plan for a variety of life changes. Whether that means changing jobs, starting a business, consulting, or retirement. He helps his clients manage all the elements of their financial life. “Once you have a plan in place” he says, “it gives you the freedom to make decisions with clarity and confidence.”

Jim’s career in the financial services industry began in 2001. During his early years at Vanguard, he realized it would be difficult to develop deep personal relationships with clients at such a large firm. Jim was drawn to Marshall Financial Group because of its 40 year history of providing highly personal planning services over lifelong client relationships.

Jim has roots in Doylestown where his grandparents owned the Slack family farm growing Freddy’s tomatoes. He grew up in the Lansdale area where he lives with his wife, Meghan, two young boys, J.R. and Graham, and their foster dog, Harley. He enjoys hiking, golfing with his 3 brothers, and riding his motorcycle.