Jim is a Private Wealth Advisor with Sagemark Consulting Private Wealth Services and a Principal of Excalibur, LLC. His practice specializes in Wealth Distribution and Risk Management strategies.
Jim is a resource for the prestigious Sagemark Consulting Private Wealth Services Group, an elite group of financial professionals focusing on clients in the very high net worth market. Jim is also a Wealth Protection Strategist for Lincoln Financial Advisors and a member of The Resource Group. He has been recognized and received numerous awards for his personal production, coaching, and leadership results. Additionally, Jim is active and much sought after as a featured speaker to both industry and public groups and is a Certified Ethics Instructor by the CFP Board of Standards, Inc.
Jim and his wife, Kathleen, live in Windsor, Connecticut.