Meet Our Team
Get to know the defined benefit plan consultants behind our success
Jim has over 20 years of experience in retirement plan consulting, business development, sales, relationship management, benefits outsourcing, and platform operations for Defined Benefit, Defined Contribution, and Non-Qualified plans. Jim is a relationship builder and passionate about developing and maintaining strategic partnerships. He is a creative problem solver and experienced in managing complex retirement plan projects with senior-level executives and outsourcing professionals across various market sizes and industries.
Jim has a B.S. in Finance from The University of the State of New York and an ALM if Finance from Harvard University.