Jim has been a Financial Advisor with KAF Wealth Management for over a decade, dedicating his knowledge to supporting individuals, families, and businesses through their most significant financial and life transitions. As a CERTIFIED FINANCIAL PLANNER® professional, he brings both professional experience and personal compassion to every financial plan he develops.
Jim appreciates the opportunity to walk alongside clients during pivotal life moments - whether they’re selling a business they’ve built over decades, navigating a complex retirement strategy, or managing financial challenges during more difficult personal transitions. He approaches each client relationship with empathy, strategic insight, and a genuine commitment to their holistic financial well-being.
Jim holds a Bachelor of Science in Finance from Georgetown University. Jim has held the Accredited Investment Fiduciary® designation since 2018.
Residing in Hanover, MA with his wife Katie and their two daughters, Jim remains an enthusiastic supporter of the Georgetown Hoyas as well as Hanover and Boston sports teams.