Jim has been providing financial consulting and planning for high net worth families and businesses for over 40 years. Jim is firmly committed to long-term relationships and strives to deliver exceptional client service. He listens carefully to clients’ goals, values, aspirations and concerns; based on this input, Jim then works attentively too help them in pursing their financial goals.
Prior to joining Morgan Stanley in 2009, Jim's experience includes 13 years with UBS Financial Services Inc., and 25 years with the internationally renowned accounting firm, KPMG, as a Certified Public Accountant. Jim received a Bachelor's of Science Degree in Accounting from the University of Arizona. During his distinguished career, he was the Partner-In-Charge of the Tax Department in the Phoenix office of KPMG. Jim is a non-practicing Certified Public Accountant