Your Team

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.

Karen joined Connell Financial Group in 1985. As a Partner at Connell Financial Group, she is the backbone of our daily operations, playing a crucial role in supporting brokers with case development and underwriting, implementing new products, and serving as a key liaison between our clients, investment companies, and insurance carriers. Her dedication and expertise help ensure a seamless experience for both our team and the clients we serve.

Karen holds a Bachelor of Science degree in Adolescence Education from Oswego State University of New York.

Karen lives in Syracuse. She has two daughters, Emily, who resides in Syracuse, and Casey, who makes her home in Boston.