The Spartan Group

We measure success against your goals, not the market. We understand the latest trends, risks and potential opportunities but when it comes to managing your wealth, the most important thing is understanding what matters most to you. It starts with a conversation, building a foundation that helps us get to know you — along with your family and financial situation — and work together to develop an investment approach designed to help you meet your goals by offering access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. As your life needs and market conditions change, we will meet to track progress and make adjustments to your approach, as needed.

With over 20 years in the financial industry and with Merrill Lynch Wealth Management since 2009, Jim is a seasoned professional who is qualified to advise you in making life-changing decisions. Jim is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Jim is also a CIMA® designee, awarded him by the Investments & Wealth Institute™ (The Institute). As a financial advisor focused on wealth planning, Jim assists clients in building a financially secure life for themselves and their families by creating a thorough, integrated life plan that adapts to the changes and challenges of their lives. In addition to the CFP® certification and CIMA® designations, Jim holds a BA in Finance from Michigan State University. Jim is active in his community previously serving as a board member for the Fore Our Schools Foundation, which supports programs for local schools. He also serves as a youth sports coach. Jim lives in Moraga Ca. with his wife Lyn and children Grace and Joey.