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Jim has provided comprehensive financial planning and portfolio management to high-net-worth families, business owners, and corporate retirement plans for more than 20 years. As a CFP® fiduciary, Jim takes a holistic approach when developing custom solutions for clients, utilizing both traditional and alternative asset classes. He earned his BA from the University of Tennessee, graduating Magna Cum Laude, and is a veteran of the U.S. Army Infantry, where he served for nine years.
Jim joined Farther in 2024 and was most recently a Director at Lakeview Capital Partners and Bison Wealth. He began his career at Smith Barney, which was then purchased by Morgan Stanley.
Raised in Carmel, Indiana, Jim now resides in Atlanta, GA with his wife, daughter, and three dogs. He is an avid supporter of all University of Tennessee sports teams and enjoys golf, shooting sports, and traveling to watch his daughter play club volleyball.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
