Jim is Principal Owner of Alliance for Guardian in upstate New York. He began his career with AAG as a financial representative in 1995. Under Jim’s guidance and leadership, the agency is a six-time recipient of GAMA's Master Agency Award representing the top 5% of firms in the world. Jim resides in Orchard Park with his wife Rachel and his three children Robert, Michael and Luciana.
Education and Professional Involvement
Jim is a 1990 graduate of Gannon University and holds his bachelor's degree in finance and economics.
In the industry, he is a member of GAMA International, GAMA Foundation Platinum member, Leaders of Today and Tomorrow (LOTT), National Association of Insurance and Financial Advisory's and the Million Dollar Round Table.
Community Involvement
Jim has served on the board of Trustees for Daemen College and treasury for the Orchard Park Boys and Girls club. Currently, he is a board member of the Buffalo Niagara Partnership and a board member of P.U.N.T. Pediatric Cancer Collaborative, Inc.
Awards and Recognition
A highly successful team leader and trainer, Jim's accomplishments include Most Valuable associate 2003, 2005 and 2007, the prestigious Guardian Leaders Club, the Guardian Executive Club, the Top of the Table, the Court of the Table and Park Avenues Equity Master Qualifier.
Registered Representative and Financial Advisor of Park Avenue Securities. General Agent of Guardian.