Jim is not your typical Financial Advisor. Jim’s clients know he has their best interest at heart and that every question they ask will receive an honest, straightforward answer. Having been in the financial services industry since 1994, it was the financial crisis of 2008 that propelled Jim to be a Financial Advisor in 2010. Seeing how advisors helped clients navigate through the tumult of the market at that time spoke to Jim’s always upbeat outlook. To Jim, showing clients they can pursue their dream of retirement is exceptionally gratifying. Whether Jim’s client is a recent college graduate or just about to retire, he enjoys meeting and exceeding their expectations with a financial plan as their roadmap to success.
When Jim is not guiding clients to their financial goals, you might find him at his weekly Rotary meeting. He has passionately been involved with the Rotary Club of Lake in the Hills for a couple of years and currently serves as president. Jim is also actively involved in the McHenry Chamber of Commerce where he serves as an ambassador. His involvement in youth hockey for the last ten years is coming to an end with his son Jimmy’s graduation. Jim is nervously looking forward to the next chapter in his life as an empty nester.
Originally from Elmwood Park, Jim moved out to McHenry County in 1994 with his wife Denise. They enjoy spending time together trying to stay in shape running, bike riding or playing golf. They also enjoy messing around with their English Bulldog Beefy and Frenchie Hattie.
Getting to Know Jim:
Favorite food: This is where his Cuban heritage comes out. Jim loves a big plate of Picadillo with some Black beans and rice with a side of Tostones. A close second is a huge tomato sandwich that he will sit and eat on a Sunday afternoon watching football.
Favorite holiday: He loves Christmas. Every year since his son was born Jim and his family have a day in the city where they enjoy the Kindle Market and have lunch at the Walnut room underneath the tree at Marshall Fields. ( to a true Chicagoan it will always be Marshall Fields!)
Favorite book: Lone Survivor is a book that Jim feels adjusted his perspective on life. Overcoming odds and adversity in such an intense situation just makes you realize how little consequence your day to day issues really matter. It put things in perspective.
Bucket list: Nothing cooler than to own an Orange 1970 Pontiac GTO Judge and drive it across the country. It has been on his bucket list before the bucket list was a thing.