Serving Brewster, Chatham, Eastham, Orleans, Provincetown and Wellfleet
Jim has decades of experience in helping people achieve their financial goals and gaining financial peace of mind. His entire career has been here on Cape Cod, including prior experience with Cape Cod Bank & Trust and The Private Bank at Bank of Boston.
He holds a Bachelor of Arts in Business Administration from Salem State College and is a Certified Financial Planner. Jim is also a member of the Estate Planning Council of Cape Cod and a board member of Cape Abilities.
Outside his career responsibilities of helping individuals and families through successful financial planning, Jim enjoys golfing, fishing and is a member of Eastward Ho! and the Orleans Yacht Club.
A lifelong resident of the Cape, Jim and his wife live in Orleans with their children.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|