Jim is a graduate of the University of New Orleans, where he earned a Bachelor of Science degree in Education. After teaching for two years, Jim began educating the public on investing and retirement planning. His mission is to help clients understand their financial considerations and goals, preparing them for a financially secure future.
Jim launched his career in the financial services industry as a Registered Representative, initially offering mutual funds and focusing primarily on governmental 457 plans. After joining Retirement Plan Advisors, Jim continued developing his work in the governmental market while adding private sector 401(k) and SIMPLE plans as well as 403(b) and 403(b) ERISA plans. In serving these employer-sponsored plans, he develops personal relationships with participants, working with both the employees and their spouses to develop comprehensive goals for retirement.
Jim’s commitment to education includes acting as an annual guest lecturer for the MetroVision project in southeast Louisiana and providing financial consultation for the Organization of Parish Administrative Officials (OPAO). He is a member and past President of the Rotary Club of Metairie.
As an Investment Advisor Representative (IAR), Jim holds FINRA Series 6, 7, 63 and 65 registrations and is an Investment Company/Variable Products Principal (Series 26). He maintains the designation of Certified Retirement Counselor (CRC) from the International Foundation for Retirement Education (InFRE) as well as the designation of Accredited Investment Fiduciary (AIF®).
Jim is also licensed for life, health, and variable contracts in both Louisiana and Mississippi.
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