Jim has over 30 years of experience in the financial services industry and serves as president of Windham Brannon Financial Group (WBFG), a wealth management firm that is a member of the Windham Brannon family of companies. WBFG works closely with its clients in making wise decisions about their wealth.
Prior to becoming President of Windham Brannon Financial Group in 1999, Jim owned and managed Monarch Capital, a Registered Investment Adviser.
Jim is a graduate of Davidson College, and in addition to his Certified Financial Planner (CFP®) designation, he also has CLU and ChFC designations. He is a member of the fee-only National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).