Jim’s primary focus is consulting with business owners on their personal and business’ financial matters. He works closely with his clients to develop comprehensive plans and investment strategies to meet their goals.
Background and Credentials
Jim graduated from The Pennsylvania State University with a Bachelor of Science degree in Finance in 2008. He 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 has earned the Certified Investment Management Analyst (CIMA®) designation, Accredited Pension Administrator (APA), and Accredited Pension Representative (APR) designations. Jim also holds the FINRA Series 7, Series 24, and Series 66 securities licenses.
Away From the Office
Jim spends his time away from work with family, enjoying the company of his wife Kelly and daughter Audrey. 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.