Background

Jim is the founder of Snapshot Retirement, a venture born from his extensive career in banking and financial advisory. Over more than 30 years, Jim advised individuals and families on a wide range of personal financial decisions and played a pivotal role in supporting small business owners as they started and grew their enterprises.

His career afforded him valuable insights, working with clients spanning from recent high school graduates to those who lived through the Great Depression. To enhance his expertise, Jim pursued formal education through comprehensive banking training, sought guidance from esteemed mentors, and earned an MBA from Syracuse University.

His experience underscored a crucial insight: regardless of one's background or expertise, personal finance can be complex and non-intuitive. He observed that people often turn to trusted advisors for guidance, but they must be cautious of advice that may be flawed or biased, driven by personal beliefs or financial incentives.

This led him to establish Snapshot Retirement, an initiative aimed at offering unbiased information when considering options to "retire early".