VICE PRESIDENT, FINANCIAL ADVISOR

Jim joined Taurus Wealth Management as Vice President, Financial Advisor in 2023 and brings over 30 years of experience to our team. His interest in the industry began at a young age through watching his grandfather, who became interested in the stock market in the 1940s and passed on his passion to Jim. He began his career with a large financial planning firm in 1990. Prior to joining Taurus Wealth Management, Jim held roles at Morgan Stanley and Wells Fargo. He holds Series 7, 63, and 65 licenses with LPL Financial.

Jim is enthusiastic about working with small businesses and individuals and loves the opportunity to work with a variety of people on their financial goals. His approach to working with clients is centered on getting to know them and their individual goals and risk tolerance. From there, he establishes a portfolio tailored to them. Jim’s clients and their needs are his priority as a financial advisor.

A native of Pennsylvania, Jim attended Pennsylvania State University and received his Bachelor of Science degree in Operations Management. He currently resides in York, PA with his wife, Heather, and three children, Ben, Michael, and Aubrey.

Outside of the office, Jim enjoys being active through golf and tennis, watching Penn State football, and working on home improvement projects. He is also an active member in his community and is the President of the York Suburban Education Foundation