MBA Concentration in Finance, University of South Carolina
BS in Commerce, Rider University
Certified Financial PlannerTM
Jim has been providing independent financial advice to his clients for more than 40 years. After working for First Union National Bank in commercial lending he founded Opus Financial Advisors in 1982 to provide service rooted in relationships, long term access to strategic planning, and help people have confidence when making financial decisions. As Certified Financial PlannerTM and Registered Tax Return Preparer, Jim has the skill and experience required to manage the complex needs of his customer base.
When he isn’t in the office, Jim is busy serving his community. For over four decades, he has served alongside and chaired numerous philanthropic advisory boards, educational committees, and ministry teams including Iredell County Community Foundation and the Salvation Army Advisory Board. He isn’t afraid to roll up his sleeves and get dirty to help his neighbors in need. Jim enjoys traveling the world with his wife, Toby, and thinks it is always appropriate to serve his grandchildren ice cream before breakfast.