Financial Adviser and Coach
Jim is a 30-year veteran of the financial planning business. He is an advisor at Greenleaf Financial and First Capital Advisor Group, LLC.
Jim is a licensed advisor and has his Retirement Income Planning Consultant (RICP) designation from the American College of Financial Services. Jim is also a Certified Financial Education Instructor (CFEI).
His goal is to help individuals, families and businesses achieve financial success in terms they define.
Jim grew up with an appreciation of the value of hard work, discipline and integrity as his father worked for the railroads and his mother was a nurse. Jim attended Albright College in Reading, PA and earned a Bachelor’s degree in Business Administration.
Jim lives in Little Silver with his wife and three kids where he coached his kids through youth sports and is a volunteer on the Parks and Recreation Committee in his hometown. Jim is a Notre Dame and NY Giants football fan. His passion for coaching has helped hundreds of people gain clarity on what need to be done to achieve peace of mind.
GoPlan101 and Greenleaf Financial
Greenleaf Financial is an independent financial advisory firm providing services in financial wellness, investment management, insurance strategies, and retirement planning for individuals and institutions. As part of First Capital Advisors Group, LLC, we are fiduciaries and always put our clients’ interests first. Our greatest motivating factor is helping our clients achieve personal and financial success.
GoPlan 101 is a financial wellness platform that providing educational content coaching and guidance for personal financial success. When the hunt for a true objective and comprehensive financial wellness platform came up empty of a practical solution, the team at GoPlan 101 made it their mission to develop the best comprehensive financial wellness platform on the market. Today, that same passion is what drives GoPlan’s quest to innovate, disrupt the status quo, and help people. Employers, associations and individuals can now realize their unique vision for financial success.
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