Firm Administrator - Controller | Corporate Office
From the corporate office in Walnut Creek, Jim and the corporate office staff provide administrative support for the firm's offices throughout California. Jim oversees the firm's corporate accounting and financial services, centralized billing, conflict control program, and human resources including employee benefits and insurance administration.
Jim is a Certified Public Accountant and Chartered Global Management 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 as well as philosophy from San Francisco State University.
Jim is a member of the Association of Legal Administrators, American Bar Association, AICPA, CalCPA, and the Financial Planning Association. He has served as an Eagle Scout mentor for over ten years and spends a portion of many summers backpacking in the Yosemite backcountry mentoring underresourced, inner-city teenagers.
- Golden Gate University, M.S.
- San Francisco State University, B.S.