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Chef for 25 years and makes his own cured meat & cheeses

Went to the Culinary Institute of America

American & World History buff

Loves listening to music

Managing Vice President of Trilogy’s Irvine Office

Will video conference with clients to make it easier

Get to Know Jim

Jim has spent his entire multi-faceted professional career focused on client experience. After 25 years in the hospitality industry as a Chef, Jim chose to transition into the financial industry in 2001 due to a desire to serve people on a grander scale. Partnering with Trilogy early in his financial career made sense when he realized their client-centric philosophy matched his own. To this day, he continues to focus on the client experience, working and coaching his clients to make the right decisions that pave the way to their financial independence.

Jim’s coaching skills also extend past his work with his clients. As the Managing Vice President of Trilogy’s Irvine branch, Jim utilizes his many years of team-oriented leadership, developed while working in the kitchen, to help him build his team. Additionally, he is involved with BNI (Business Networking International) to work with other like-minded professionals.

Now with nearly two decades of experience, Jim is a Registered Principal affiliated with LPL Financial with which he holds Series 6, 7, 24, 51, and 63 registrations. He holds the Series 65 registration with Trilogy Capital and also holds a Life and Health Agent License. Jim is also a part of Dave Ramsey’s SmartVestor Program for financial planning and investing.


*The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL Financial.

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Meet Jim’s Team
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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934