Jim received his Bachelor of Arts degree in Economics from Lawrence University and is a Certified Financial Planner ™ (CFP®) practitioner. Before joining Pathway, he was a financial advisor and Senior Trust Officer at Merchants Trust Company.
Jim lives with his wife in Essex Junction and has two adult children. He enjoys spending his time outside of the office with his family, volunteering for community organizations, and running and biking on Vermont’s beautiful roads and trails.
