Team

Jim was born in Brooklyn and raised in Pennsylvania near Hershey, and yes, the chocolate smells were wonderful!

As a teenager, he moved to Northern Virginia and lived there until Equifax moved him to the Atlanta home office.

Since then, he has married the beautiful Jenny and they have 2 wonderful adult daughters, a great son-in-law and a bunch of animals!

Jim’s experience and passion has always been in the insurance, mortgage and risk management arenas.  He enjoys baseball, good wine, great food and long weekends with his wife.

Jim helps his clients understand how to identify risks to their business and personal assets.

He develops and implements plans to protect his clients’ financial future.

Jenny grew up as an Air Force brat living all over the world.  Resident of Atlanta since 1984.

Jenny graduated with a BBA in Accounting from Georgia State University.  Jenny and Jim married in 2012, after meeting on Match.  They have two beautiful daughters and a wonderful son-in-law.  Jenny and Jim are eagerly awaiting for the addition of grandchildren—it hasn’t happened yet, but oh so hopeful!

Jenny enjoys wine and visiting the North Georgia wineries, trying new restaurants, travelling—especially cruises, and having fun with family and friends.

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