Personal
Jim resides in Wilmington, MA with his beautiful wife, Katie and their children, Emma and Tanner. Outside of the office Jim enjoys traveling, golfing, boating, and spending time with friends and family. Jim is an avid Boston sports fan and worked for both the Patriots and Red Sox during his college years.
Jim is a proud graduate of St. Mary’s High School in Lynn, MA. He is still very active in the Spartan Alumni community. Upon graduation, Jim went on to attend Bentley University where he graduated as a “double falcon”, earning both a BS in Economics and an MBA in Operations.
Jim is very active in his communities, serving on the Board of the East Boston YMCA where he grew up, the Bentley Young Alumni Network, St Mary’s Enrollment Committee, and the Wilmington Knights of Columbus. Jim believes in giving more than you get. He is committed to bettering the people around him and paying forward all of the support and mentorship he has received throughout the years.
Professional
Jim has been in Financial services since 2012. He started his career with New York Life where he was a 4-time Executive Council Qualifier. In 2016 he was promoted to Partner at the firm where he managed and developed a team of Advisors. In 2019, Jim’s unit production ranked #8 in the country. Jim left New York Life early in 2021 to join the Boston Office of Northwestern Mutual where he is tackling a new role that does not exist anywhere else in the company as a network-wide Growth & Development Director. In Jim’s role, he is responsible for the recruitment, development, and mentorship of New Advisors across all three network locations. Jim also manages his own book of business where he specializes in working with Small Business Owners. Jim is passionate about coaching, a trait he inherited from his parents who are both school teachers, and enjoys seeing the success of others even more than his own.
Awards:
- 4-time Executive Council Qualifier New York Life
- 2x MDRT Qualifier
- 2x View From The Top Partner
- Top 50 Partner 2019 (Ranked #8)
Associations and Membership:
- Board Member, East Boston YMCA
- Committee Member, St. Mary’s High School Enrollment
- Committee Member, Bentley Young Alumni Association
- President’s Club, Bentley University
- Cardinal Cushing Society, St. Mary’s Lynn
- Member, Knights of Columbus
- Bentley Global Alumni Board
Education
Degree
B.S.
MBA
CLU
Major
Managerial Economics
Operations
Institution
Bentley University
Bentley University
American College
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
