Jim joined Connell Financial Group in 1991 after beginning his career in public accounting. For over 30 years, he has helped clients achieve their financial goals with clear, personalized strategies for retirement, college planning, and business succession. Specializing in retirement planning, he has spoken extensively on Social Security, 401(k)s, and long-term care.
Jim’s goal is to make retirement planning simple and effective, helping clients grow their wealth, maximize income, and address key concerns like Social Security, long-term care, and legacy planning.
A graduate of RIT with a degree in accounting, Jim is a licensed CPA in New York and as well as an Investment Advisor Representative. He is the founder of the Salt City Business Network, a group dedicated to connecting professionals and strengthening the Syracuse business community. He is also on the board of Make-a-Wish Foundation of Central New York.
Jim lives in Syracuse with his wife, Kathleen, and has three children, Jordan, Allison, and Matthew.