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Our Philosophy

Our firm was founded on the principle of providing responsive, experienced, independent advice to a limited number of clients who are seeking comprehensive wealth management strategies. That approach allows us to work very closely with each client to organize, plan, monitor and enhance their financial well-being.

Jim is the founder of Catalyst Wealth Advisors and has over 30 years of experience as a financial advisor and practicing CPA. With his qualifications in both of these areas, Catalyst Wealth Advisors is able to offer clients an...

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Christina has over 15 years of experience with the team at Catalyst Wealth Advisors and is responsible for managing all of the firm’s administrative processes as well as providing front line customer service.

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