Jim is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and Senior Vice President of the Parker, Burke & Gingerich private financial practice at Sage Rutty & Company, where he also serves as a shareholder. In this role, Jim provides expert financial guidance and strategic planning to clients.

A graduate of St. Bonaventure University with a degree in Accounting, Jim remains actively involved with the university's alumni association. Before joining Sage Rutty in 1992, he spent four years with PriceWaterhouseCoopers in public accounting. Jim is also a graduate of the Wharton School's prestigious Securities Industry Institute.