Jim is the Founder and President at Capital Financial. For more than 40 years, he has devoted his career to helping clients feel more confident, informed, and supported in their financial lives.
Jim works closely with organizations and individuals, taking time to understand what truly matters to them - whether it's strengthening an organization, protecting family, or planning for the future. He is dedicated to understanding each client's unique goals and helping them build strategies that support stability, growth, and confidence over time. His decades of experience allow him to navigate market cycles, complex financial situations, and organizational needs with steady leadership and sound judgment.
Before entering the financial advisory world, Jim graduated from the University of Virginia with a degree in Economics, where he was also a member of their football team.
Jim is excited to continue to grow Capital Financial and support clients alongside his daughter Blair.