Bio

Jim joined Oak Ridge Financial in February of 2013. Jim understands wealth accumulation and the power of tax-free compounding to meet investment objectives. He focuses on building long-term client relationships and strives to educate his clients about the power of fixed income. Before coming to Oak Ridge Financial, Jim worked at Dougherty & Company. He has serviced clients with their investment needs for over 20 years, establishing a network of loyal municipal bond clients he regularly advises. Jim received his B.A. from the University of Minnesota's Carlson School of Management with a concentration in Finance. Jim is very active with his family and Rettsyndrome.org to raise awareness and funding for Rett Syndrome.