Jim Fazio

Client Services Associate

Jim is the newest member to the team.  He will be taking a roll as a client service associate while working to expand his knowledge to become a Paraplanner.

Born in Ann Arbor before moving to Syracuse, NY and eventually Texas to join the family business.   A graduate from Binghamton University, he was inspired by his father and his cousin (Peter J) to help people find their financial independence.  A proud uncle to three nieces and one nephew, he is always willing to find time to spend with family. 

When not working he enjoys golf, reading and going out on the boat with family and friends.