Biography

Jim is a graduate of Fordham University and has a Master’s Degree in Business with concentrations in Taxation and Finance. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and is a member of the Financial Planning...

As office manager, Lisa assists Jim's team with client inquiries and problem resolution as well as taking care of everyday office administration. Lisa holds a B.S. degree in Business Administration and has many years experience as an...