Jim is a graduate of St. Joseph’s University with a Bachelor of Science degree in Business Administration and Drexel University with a Master of Business Administration degree. He started his business career in banking in 1982. He has been affiliated with Wechsler Marsico Simpson since 1990 spending the majority of his time managing the employee benefits area at the firm. 

Mission Statement – To work with small to mid-size businesses and/or professional firms, assisting them in the procurement and management of the various employee benefit plans they require. This would include: 

• Group Health Insurance 
• Group Life Insurance 
• Group Disability Insurance 
• Business Continuation Strategies 

Additional time is spent working with business owners and professionals in designing their personal financial strategies. 

Jim also works with the Wechsler Marsico Simpson team in the following areas: 

• Life Insurance 
• Disability Insurance 
• Retirement Strategies

Estate Planning

Jim has earned the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. He is also a qualifying and life member of the Million Dollar Round Table. 

Jim lives in Drexel Hill, Pennsylvania with his wife Kate and his two children; James III who attended the University of Delaware and Villanova University and has a career in banking, and Madeleine, who attended Villanova University and is a Registered Nurse. In his free time, Jim enjoys the Jersey Shore, golf and home renovations. 

Jim is a Registered Representative of Securian Financial Services, Inc.,

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.