Designations and Licenses

Jim is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Advisor in Philanthropy®.

Experience and Education

Jim provides personalized wealth management solutions to individuals and families. He delivers solutions related to financial planning, tax planning, estate planning and portfolio management.

Prior to joining Mariner, Jim was the founder and president at Hyre Personal Wealth Advisors.

Jim holds a bachelor’s degree in management from The Ohio State University.

Personal Interests

Away from the office, Jim savors the time he spends at home with his wife and two children. He is a member of Rotary and enjoys soccer, travel and working with other entrepreneurs.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.