CPA and financial planner, Jim founded M C Wealth Management in 2009 to provide our valued clients with comprehensive tax-smart wealthcare solutions. He works closely with individuals, families and businesses to craft thoughtful, effective financial plans, so that they have peace of mind, the ability to keep the promises made to themselves and their family, and a tax-advantaged wealth creation, preservation and distribution strategy. He holds Series 7 and 66 securities licenses as well as life, disability and long-term care insurance licenses.