Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Jim received a Bachelor of Science in Business Administration from the University of Central Florida in Orlando, Florida and a Master’s of Science in Financial Services from the American College in Bryn Mawr, Pennsylvania. He has authored financial articles featured in Newsweek, Advisor Today and LifeHealthPro. Jim has also earned professional designations as a Certified Financial Planner (CFPä), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC) and a Certified Family Business Specialist (CFBS). He also holds the designations Life Underwriter Training Council Fellow (LUTCF), and Certified in Long Term Care (CLTC).
Jim is a member and a past-president of the National Association of Insurance and Financial Advisors (NAIFA)in Central Florida and has been a member of the Central Florida Estate Planning Council, and the American Society of Financial Services. He has received multiple NAIFA National Quality Awards and is a Life and Qualifying Member of the Million Dollar Round Table. In 2010 Jim received special recognition by the LIFE Foundation as a recipient of the Real LIFE Stories Client Service Award.
Jim has been married to Michelle Hasley since 1998 and they have two sons, Zach & Josh. Jim is an active volunteer with the Boy Scouts of America serving as Chairman of the Seminole Springs District and as a Scoutmaster at the 23rd World Scout Jamboree in Yamaguchi, Japan. Jim is a graduate of Leadership Orlando Class 67, past President of the Central Florida Sigma Chi Alumni Chapter, a member of the UCF Golden Knights Club, and a member of the UCF Charles Millican Society. He enjoys spending time with his family, reading, the outdoors, scuba diving, traveling and cooking.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies