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Owner & Licensed Agent:

Jim is an experienced financial and insurance professional with over 30 years in the industry specializing in Medicare Planning.


Jim makes it his goal with every client to provide honest, straight-forward answers and solutions. Through customer education and workshops for Medicare planning, and one-on-one meetings, Jim approaches each individual client with solutions that are best suited for their personal situation.


Jim has been married to his wife Laura for 31 years, and they have daughter Rachel who is a 2021 alumna of Mt. Saint Mary's University. When not working, Jim plays in three men's baseball leagues and enjoys spending time with his family and Wirehaired Pointing Griffons.