Jim began his career in a comprehensive financial planning setting, and continues to employ a system of studying each client's unique goals and circumstances before providing recommendations. Jim brings 28 years of experience to Tennyson Advisory Group as a Wealth Management Advisor.
Jim specializes in retirement planning, and recognizes that there are numerous factors to be considered to “get it right.” From discovering the retirement income need, to choosing the best Social Security claiming strategy, to coordinating income from various sources, to studying the impact of inflation and taxes, Jim leads his clients through the most comprehensive planning process possible. He prefers to develop a relationship with his client several years prior to their planned retirement date.
Jim is a CERTIFIED FINANCIAL PLANNER™ and National Social Security Advisor. He holds the FINRA Series 7 and 66 licenses, as well as the Texas Group 1 Insurance license.
Jim lives in Frisco with his wife Karen and their two sons. When not working, Jim enjoys running, record collecting, playing finger-style guitar, and traveling with his family.
"It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”