As Director of Operations with Abington Financial Group, Jim is responsible for organizing and overseeing the daily operations for the firm. Jim has been a member of the team since 2020. With over 14 years of experience in finance, he brings with him the confidence and comfortability in which our customers can rely upon. Jim is a firm believer in the importance of communication, relying on an open-air approach to best understand your needs and requests.
Jim works consistently to raise the bar and deliver a level of service that exceeds expectations. Some of Jim’s daily responsibilities include new client acquisitions, servicing our existing clients, office compliance, and assisting with financial planning programs. Jim is also an appointed Notary Public.
Jim is a native of the NEPA region, born and raised in Clarks Summit where he currently resides. After graduating from Abington Heights High School, he attended the University of Scranton, where he obtained a bachelor’s degree in marketing and business management.
In his free time, Jim loves traveling, being outdoors, and spending time with family and friends, especially his dog Mia. He is an active member of his church and a member of the Clarks Summit Fire Company No. 1, Inc.