

Location
570 Lennon Lane
Walnut Creek, CA 94598
T: 925.947.1702
F: 925.947.4921
V-Card
Education
M.S., Golden Gate University, 1997
B.S., San Francisco State University, 1984
From the corporate office in Walnut Creek, Jim and his staff provide administrative support and marketing services for the firm's offices throughout California. Jim oversees maintenance of the firm's conflict control program, corporate accounting and financial services, centralized billing, employee benefits and insurance administration.
Jim is a Certified Public Accountant. He holds an M.S. in Financial Planning with a concentration in tax from Golden Gate University, and a B.S. in Business Administration with a concentration in accounting from San Francisco State University.
Jim is a member of the Association of Legal Administrators and the American Bar Association.