Principal, Private Client Advisor
Jim is a Private Client Advisor in our Reston, VA office. He collaborates closely with our investment advisors to guide clients through their intricate financial situations. He takes a comprehensive approach to wealth management, addressing key aspects of financial planning such as financial positioning, asset protection, investment management, cash flow, tax strategy, retirement planning, and estate and legacy planning. Additionally, Jim works with his clients’ family members, external advisors, and other professionals involved in their financial team.
?With more than 25 years in the industry, Jim most recently served as Chief Investment Officer and Wealth Manager at AOG Wealth Management, Inc. for 16 years before joining FLP Investment Management Company. He has been a CERTIFIED FINANCIAL PLANNER® professional since 2003.
In his spare time Jim enjoys outdoor activities and traveling with his wife, Len.
BA, Political Science, University of Pittsburgh
CERTIFIED FINANCIAL PLANNER®