Jim’s primary focus is consulting with business owners on their personal and business-related financial matters. He works closely with his clients to develop comprehensive plans and investment strategies to meet their goals.
Background and Credentials
Jim was hired as an advisor at Leonard J. Ferrara Company following graduation and became the owner of the company in 2012, renaming it to Ferrara Kampstra Wealth Management. Jim joined Stonebridge upon the merger with Ferrara Kampstra in November 2018. Jim is a 2008 graduate of The Pennsylvania State University with a Bachelor of Science degree in Finance. He has earned the Certified Investment Management Analyst (CIMA®), Accredited Pension Administrator (APA), and Accredited Pension Representative (APR) designations. He also holds the FINRA Series 7, Series 24, and Series 66 securities licenses. In addition, Jim was named one of Central Penn Business Journal‘s Forty Under 40 honorees in October 2019.
Away From the Office
Jim spends his time away from work with family, enjoying the company of his wife Kelly, daughter Audrey, and son Vance. Jim is actively involved in the Gettysburg community and currently serves as a board member and Treasurer for the Adams County Community Foundation. He is an avid gamer and also likes to stay active hiking, traveling, and skiing.