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Meet Jim

 

Jim is President and founder of Diamond Wealth Advisors. A CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant, his mission is to provide emotional and financial clarity for life’s transitions.

Jim graduated from Shippensburg University with a Bachelor of Science degree in Accounting and from Widener University with a Master of Business Administration degree. He holds a Series 66 securities registration, plus state life and health insurance licenses.

Jim has a passion for helping others pursue a better return on life through strategic planning for his clients. He puts his clients first, listens well and is there for his clients when their lives intersect with their finances to help provide clarity for both major and minor decisions.

Jim’s background is unique, having served as an audit manager, senior accountant and broker as well as running a $50 million company. His business travels took him to China, Europe and across North and South America for a variety of financial projects. He is a graduate of Carlisle High School, where he participated in football, basketball and track.

An active member of the community, Jim is a member of the Financial Planning Association, the Financial Services Institute and the Pennsylvania Institute of CPAs. Jim is a past President of the Rotary Club of Carlisle. He also volunteers with Junior Achievement, is a member of the College of Business Advisory Board for Shippensburg University and is a member of the Carlisle Chamber of Commerce.

Jim lives in Carlisle with his wife, Jen, and their two kids, Anna and Garrett. He is a member of St. Patrick’s Church and loves the community in which he grew up. He enjoys the four seasons, sports and spending time with his family and friends.

 

Favorite Food:

Italian

Best piece of financial advice received:

There is no time like the present. A failure to plan is a plan for failure.

Quotes:

“Love is the absence of fear” – many authors “To do what ought to be done, but would not have been done unless I did it, I thought to be my duty." – Robert Morrison

Favorite TV Show (of the moment):

“Yellowstone”

Favorite Holiday:

Christmas

Favorite Movie:

“A Few Good Men”

Biggest Accomplishment:

Starting Diamond Wealth, writing two books, and having two kids.

What motives me:

Striving to live up to my soul’s capability.

If I could meet anyone past, present or future, it would be:

Jesus

Something on my bucket list:

Seeing the northern lights