Planning Team

Jim is committed to building relationships of trust with clients, working closely to help define goals and objectives, explore alternatives and choose the financial strategies that are most appropriate to their individual situation.

Julia Cooney serves on our team by managing Jim’s calendar as well as the seamlessly facilitating the onboarding process for all new clients. 

In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.

Andrew oversees the implementation of client investment decisions, research on specific investments, and research on historical investment performance.