CSA®, AIF®, Series 65 Advisory Registration
Jim has more than 35 years of experience in the financial services industry, including years spent with Morgan Stanley. Throughout his career Jim has helped clients with life planning, coaching them on how to help achieve their vision by leveraging their financial resources and focusing on work-life balance. This led him to form Live Your Vision, LLC in 2009 and enter into a partnership with Wealth Enhancement Group in 2019. Jim is well-versed on the health, wellbeing and the economic issues that are important to retirees, and works to incorporate these concerns into an overall financial strategy. He enjoys giving back to the community through his involvement with Caron Treatment Center and Child Guidance Resource Center. Jim resides in Wayne, PA with his wife and 3 sons. He enjoys hiking and mountain biking.
- BA, Dickinson College
- Wharton Executive Education Program
- Certified Senior Advisor® Professional
- Accredited Investment Fiduciary®
The Wiley financial advisory team is located in our West Conshohocken office.
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Advisory registrations are held with Wealth Enhancement Advisory Services.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. West Conshohocken office advisors are not affiliated with LPL Financial.