Jim has been in the retirement planning business since 1977 when he started in the Pension Dept. at Penn Mutual. His career moved south to Atlanta where he worked for a TPA and in sales and service in the retirement plan industry. In 1996, his career took a major turn when Jim and his wife moved to South Carolina to build and operate a Bed and Breakfast. This industry taught him the true value of customer service, but after 10 years, it was time to get back into the retirement plan business. He and his wife moved back to Philadelphia in 2006 and Jim began to work at Transamerica in a sales and service role where he remained until he took a position with BIRE Financial in 2016. Jim is excited to provide service to BIREtirement plan clients.