As a Financial Advisor with the Hewlett Financial Group, we can help you define and strive to

meet your goals by delivering a vast array of resources to you. You will have access to some of

the most seasoned and respected investment professionals, a premier trading and execution

platform, and a full spectrum of investment choices.

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As a Wealth Advisor with over 25 years of experience in the financial services industry, Jim has

developed a keen insight into developing professional and personal relationships. He works

closely with his clients in formulating appropriate strategies, and his experience lies in selecting

investments that match each client's specific goals and objectives. His objective is to place great

emphasis on developing a strategic asset allocation among non-correlated securities to help

reduce volatility in portfolios. The securities that the team selects for each individual portfolio

undergo a due diligence process that the Hewlett Financial Group applies to their entire practice.

Jim earned his Bachelor's Degree from St. Lawrence University in Canton, NY. He continued to

expand his knowledge at Boston College at the Carroll School of Business Management. He

currently holds Series 7, 63 and 65 Securities licenses held with LPL Financial.

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On a personal note, resides with his wife, Erin, and children Emma, Alexa, and Mackenzie. He

is very passionate about snow skiing and volunteers as a member of the National Ski Patrol. Jim

is a certified OEC first responder. Outdoor Emergence Care is considered the standard of

training for emergency care in the outdoor environment and is recognized by resorts and

recreational facilities in all 50 states.