Wealth Manager / Founder
Jim has been in the banking and finance industry for over 19 years. He spent 10 years with a large national bank working as a lead member of management in the retail division. He then went on to spend the next 8 years of his career with a large regional bank as an investment executive. Jim currently works with clients in all phases of life, and his clients love him because they can feel the passion he has for what he does.
Jim lives in Louisville with his wife, Carrie. He has 3 children, Austin, 23, Mackenzie,21, and Emilynn who is 3. He also has 2 step children, Courtney and Jude. When he is not working, you can find Jim strolling around his neighborhood, watching football, or lounging by the pool.