Location Atlanta, Georgia, United States Regions Greater Atlanta Area, East Coast, Southern US Gender Male
LinkedIn View on LinkedIn X (Twitter) View on X
As CEO of TrueWealth, Jim provides the vision that enables team members to provide a truly exceptional wealth management experience to the individuals and families that the firm serves. He has instilled a culture of empowerment to the team that helps clients identify their goals, define their success and meet their goals. Through his leadership,
clients are able to benefit from the values-based mindset and processes that help them achieve what’s most important to them.
A 30-year financial industry veteran, Jim has lived in the Atlanta area for most of that time. Jim and his wife, Terry, live in Roswell with two of their four children. They are active members of St. Peter Chanel Catholic Church and enjoy attending University of Georgia football games where two of their daughters are studying.
