President & Co-Founder
Jim, a CERTIFIED FINANCIAL PLANNING™ practitioner, has more than 25 years of experience in providing wealth management advice. Prior to founding Madison, Jim served as Senior Vice President and Managing Director of the Provident Private Bank in Cincinnati and as Senior Vice President of the NationsBank (now Bank of America) Private Client Group in the Washington, DC area. He is a member of the Financial Planning Association and serves on the Executive Committee of the Board of Trustees of the Loudoun Country Day School.
Jim earned his B.A. from Georgetown University and the University College-Galway, Ireland. He resides with his wife and two daughters near Leesburg, Virginia where he enjoys outdoor sports, traveling and spending time with his family.