Jim is an Independent Wealth Advisor with Shepherd Financial Partners, serving families and clients to construct comprehensive financial plans aligned to their current and future goals.
For more than 16 years as an independent financial professional, Jim has developed a deep understanding of the challenges in today’s financial markets, allowing him to provide knowledgeable and tailored wealth management advice, small business solutions, retirement planning, and tax efficiency planning to fit his clients’ needs.
Jim builds relationships based upon integrity, trust, and partnership made evident through the honor of receiving LPL Financial’s Freedom Club Award in 2020, 2021, 2022. This award recognizes both an elite level of success and a commitment to helping clients and the community prosper as they pursue their financial goals.
Jim graduated from Merrimack College’s Girard School of Business and International Commerce with a BS in Finance. He holds his General Securities Representative (Series 7) and Uniform and Uniform Combined State Law (Series 66) registrations with LPL Financial, LLC. He also holds his Life and Variable Insurance license with the Commonwealth of Massachusetts.
Jim enjoys donating his time to many community and non-profit organizations. He serves on the Board of Overseers for USS Constitution Museum and is a member of the Bunker Hill Associates.
A life-long Boston resident, Jim currently lives in Charlestown with his wife Brittany and sons, James and William. His passions include golf, hockey, and spending time in his community with family and friends, including coaching his son’s Charlestown Youth Hockey and Lacrosse teams.