Jim joined Covenant Advisory Group in 2020 and currently serves clients in Upstate South Carolina and Western North Carolina, with a focus on health professionals, educators and those who work in service to others. Jim provides wholistic planning for retirement, wealth management and financial legacy protection.
Jim's professional purpose is to be a trusted resource and coach to “Serve those who invest their lives helping others, by helping them focus on and achieve their financial goals.”
Prior to joining Covenant, Jim served for 34 years in senior leadership and consulting with hospitals and health systems in Florida, Georgia and the Carolinas, during which time he developed a passion for providing strategies for employers and their employee benefit plan needs.
Some of Jim's personal and professional achievements include:
- A Master of Business Administration (MBA) from the Citadel, Charleston, South Carolina
- A B.A. Degree from Southern Wesleyan University, Central, South Carolina
- Featured speaker at national and regional leadership conferences sponsored by Thomson Reuters (Truven Health), HFMA, and ACHI.
- Served his communities through local and regional civic organizations and boards including the Rotary Club, the Western North Carolina Health Network, Crescent Health Solutions, the Macon County (NC) Economic Development Commission, Gilliam's Hope, the Polk County Community Chorus, and the Southern Wesleyan University Board of Trustees.
Jim and his wife Angie have one daughter, Anna and one grandson Beau. Jim enjoys spending time with his family, high school and college sports, music, snow skiing, running, and other personal health and wellness activities.
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