Jim is the former Director of Retirement and Income Distribution Planning at Three Cord True Wealth and has recently stepped back from full-time work.

With decades of experience in the retirement and financial planning space, Jim has helped small business owners design retirement plans that work well for both the company and their employees. He’s especially known for supporting employers with limited HR resources—making sure their plans run smoothly and their people are on track for retirement.

Before joining Three Cord, Jim spent 20 years as a retirement plan specialist with a large insurance and financial planning firm. Earlier in his career, he worked in corporate finance and business development for Ladbroke Racing Corporation in Detroit, and got his start in corporate finance at Hyatt Corporation in Chicago. He holds an MBA from the University of Chicago and a bachelor’s degree from Cornell University.

Jim lives in Sewickley with his wife, Lisa. He’s been a longtime supporter of the Neighborhood Academy and has volunteered as a tutor for students there.

Fun fact: When he’s not working, you’ll find Jim on the golf course, playing guitar, or heading to Las Vegas every June to compete in the World Series of Poker.