Jim is the Branch Manager and RJFS Registered Principal at Hyre Personal Wealth Advisors which he founded in 2005. With over 20 years of experience, his goal is to help clients make wise financial decisions and serve as their financial advocate. Prior to founding Hyre Personal Wealth Advisors, Jim served as Branch Manager for a large investment bank.
Opening his own firm gave Jim the freedom to offer a different and better client experience. Traditionally, many financial advisors have focused ONLY on numbers: how much you’ll need and when you’ll need it. But that approach ignores one important truth: we don’t live our lives by numbers, and money itself does not make us happy. In other words, this approach sometimes fails because it largely ignores the emotions that are often involved in making financial decisions, especially during life transitions.
Jim and his team take a more comprehensive approach…it’s what they call True Wealth. Jim and his team understand that life transitions are inevitable, so it is their mission to help clients make wise financial decisions BEFORE they face transition and WHILE they are in transition. They help you think clearly, analyze all your options, and avoid making decisions you may later regret.
Outside of the office, Jim enjoys traveling, but savors the time he gets to spend at home with his wife Kerry, his friends, and his dog Murphy. He also enjoys activities such as golf, soccer, and tennis, and of course rooting for The Ohio State Buckeyes. Go Bucks! Jim and Kerry are also expecting their first baby (a boy) in November.
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
- Chartered Advisor in Philanthropy® (CAP®)
- Series 7, Series 9, Series 10, and Series 31, Series 63, and Series 65 licensed
- B.S. in Management/Finance from The Ohio State University
- Active member of the Financial Planners Association (FPA), Upper Arlington Chamber Upper Arlington Rotary, and has worked on the board of the Columbus Zoo
- Instructor for Retirement Planning classes held at Ohio Dominican University
Bucket List: I’ve always wanted to take a self-guided sailboat tour from island to island…no agenda, no deadlines…just a boat and a map.
Favorite TV Show: Shark Tank. I enjoy hearing about the business ideas that everyday Americans have. Some are completely off the wall, while others are brilliant, which always makes me ask myself “why didn’t I come up with that?” It is also interesting to hear the feedback and banter from the successful investors who are featured as “sharks” on the show.
Favorite Quote: “A dream doesn’t become reality through magic; it takes sweat, determination and hard work.” - Colin Powell
Favorite Food: I have never been able to choose a favorite food. It is the hardest question for me, right behind “what is the meaning of life?” Just kidding, but truthfully, there are too many delicious foods to choose from. Cuisine-wise, I enjoy Thai, Indian, and Latin American the most, probably because many of the dishes are hot and spicy.