Managing Partner San Jose office
Office: San Jose
Phone: (408) 961 - 6383
Jim loves to help clients build and preserve their wealth. Jim often comments that what he does is not as important as why he does it. Jim’s thirty years of experience have honed his listening skills. "It's truly important to focus on the needs and goals of your clients! Otherwise, it's unsatisfying for me," says Jim. He delivers sound planning to his clients; with an emphasis on corporate and business transactions, FAS 109 and FIN 48, compensation related planning, and estate and trust taxation.
As a believer of humor in the workplace, it was alleged that Jim once removed the toilet seats in the women's restroom on April Fool's Day Although Jim now denies this canard, he will acknowledge that youth can sometimes cause one's judgment to be cockeyed.