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Jim joined Oak Ridge Financial in February of 2013.

Jim understands wealth accumulation and the power of tax-free compounding to meet investment objectives. He focuses on building long-term client relationships and strives to educate his clients about the power of fixed income.

Before coming to Oak Ridge Financial, Jim worked at Dougherty & Company. He has serviced clients with their investment needs for over 20 years, establishing a network of loyal municipal bond clients he regularly advises.

Jim received his B.A. from the University of Minnesota's Carlson School of Management with a concentration in Finance.

Jim is very active with his family and Rettsyndrome.org to raise awareness and funding for Rett Syndrome.