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Jim founded KB Financial Companies, LLC and KB Financial Partners LLC. He has been a financial advisor since graduating from Lehigh University in 1983. From the beginning of his financial career, Jim had a vision about the way financial services should be delivered and his vision is the foundation for the structure of KB Financial today: a team of professionals collaborating to pursue superior outcomes for their clients.

Jim works with the KB Financial team to develop the overall strategy of the firm and leads the effort to continually refine and improve our client offerings. He is also actively involved with clients, helping them to reach for their goals and pursue their dreams.

He has an extensive track record of over 35 years advising high net worth clients in the areas of sophisticated estate, wealth transfer and investment planning strategies. He is a frequent lecturer at financial institutions, law firms and industry meetings.

Jim serves as a member of the Board of Directors of M Financial Holdings, Inc. as well as M Life Insurance Company. He is a Chartered Life Underwriter (CLU) (CA Insurance License #0782171) and serves on the Board of Directors of The Mariano Rivera Foundation and is involved with a number of local charities focused on providing food for the underserved. Jim is an avid runner, hiker, skier and dog trainer. He lives in Jackson, Wyoming.

Securities offered through M Holdings Securities, Inc. A registered Broker/Dealer, Member FINRA/SIPC.  Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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