Jim is a Senior Investment Advisor with Journey Advisory Group. Jim joined Journey Advisory Group in January 2023. Prior to joining JAG, he was a Founder and Chief Investment Officer at TW Advisors for over 21 years. Jim began his investment career in 1986.
Jim received his BA in Economics from the University of Notre Dame in 1985. Jim also earned his Chartered Financial Analyst charter in 1989 and is a member of CFA Society Dayton. Jim is a past board member and chair of both Big Brothers Big Sisters Miami Valley and St. Vincent de Paul Dayton and is an active member at St. Albert the Great. Outside of work, Jim enjoys Notre Dame football, golf, traveling with his wife, and hanging out with his grandchildren.