Jim has built a successful reputation providing sound financial advice and investment services to his clients since 1981.
Jim has held the CERTIFIED FINANCIAL PLANNER® designation since 1987 and has earned his series 6, 7, 24 and 63 registrations which are held through LPL Financial. A University of Detroit graduate Jim earned his Bachelor’s degree in 1974 and his Master’s in Educational Administration in 1976. After teaching for seven years in the Warren Consolidated school system Jim left education to become an investment consultant, first with Mutual of New York and then, in 1986, with Scripter and Associates, Inc., now Bochenek Wealth Management.
Jim continues to take on new clients through referrals and enjoys meeting with people during a no cost initial get together. He is happy to answer any investment, tax or estate planning questions that you may have.