With over 40 years of client service experience, Jim supports the growth of our Canandaigua office. Whether it is working with closely held businesses or their owners, Jim’s areas of specialization lie in strategic thinking, succession planning, revenue and profitability enhancement, mergers and obtaining bank and permanent financing.
Jim’s community activities have included serving on the Board of the Empire Center for Justice, Board member and Chairman of the Audit Committee of the YMCA Canandaigua, as well as being Chairman of the Man/Woman of the Year Award for the Leukemia and Lymphoma Society, Western and Central New York Chapter. He is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the Estate Planning Council of Rochester.