Jim’s many years spent at large and small CPA firms learning about accounting, taxes, planning, and investments give him a unique perspective. He loves to help clients understand where they are financially and what they need to do to reach their goals. He strongly believes that his background in tax and accounting gives a distinctive ability to add value.
Jim loves to help people see their financial future and answer their biggest question: “Will I have enough money?” upon retirement. Jim loves using his tax knowledge to help clients maximize their wealth by creating tax-efficient withdrawal strategies, taking advantage of low tax brackets when available, and planning for future withdrawals. He believes this is a great way to add value and increase returns.
Jim’s lifelong passion for learning, solving problems, and helping people with their unique life experiences motivates him to change the way financial services are provided. His vision was to create a firm where the client is the most important person in the room.
After 8 years of implementing his vision and a significant amount of growth, Jim decided it was time to join forces with another firm to carry out his vision. JSK and Bay Point Wealth Management officially joined together in January 2020 to change the way financial planning, investments, and taxes are provided, with the client as the focus!
Jim earned his Bachelor of Science in Accounting from East Tennessee State University where he played 4 years of football. He is married with four children and lives in Severna Park, Maryland, where you'll find him actively involved in his community, running on the B&A trail, paddling on the Severn River, or at one of his kids’ events.