Jim specializes in tax planning and compliance for individuals, trusts, estates, and small businesses, with significant experience helping high net worth clients optimize their tax position while maintaining full compliance. Jim brings a practical, client-focused approach to complex tax matters, helping clients navigate everything from estate and trust administration to business tax strategy.
A born and raised San Diegan, Jim attended St. Augustine High School before earning his bachelor's degree in accounting from San Diego State University. He has been a practicing CPA since 2014.
Jim is a frequent speaker at St. Augustine High School alumni events, where he presents on taxation and tax strategy topics for fellow alumni. He also currently serves on the Board of Directors for the Boys and Girls Club of San Diego.
Outside the office, Jim is a big sports fan and avid golfer. He can often be found exploring America's Finest City or cheering on the Padres from his season seats with his wife, Michelle, and children, Cecil and Madeline.