Jim is Founder of Financial Advisor On Call™, a company he started to make professional and objective financial advisory services and advice more accessible to individuals and families through technology – all at a fraction of the cost of traditional firms. A financial services professional since 1993, Jim has worked in many different capacities but developed a niche in managing new business ventures. He has created and led several successful organizations, including two money management firms, a life insurance agency, an international reinsurance company, and a Chinese insurance agency.

Jim is proud of his “blue collar” background and values the many life lessons he learned growing up in a single-parent family. He secured his first job at age 14 as a dishwasher to buy his first guitar and gained a strong sense of accomplishment and pride as a result. The experience taught him that through hard work and focus, one can achieve personal goals and dreams. At age 17, Jim left home with less than $100 in his pocket and worked his way through college eventually earning several degrees and professional certifications including an undergraduate degree in Finance and an MBA.

After years of unfulfilled “corporate life”, experiencing the lack of commitment to the middle-class cause, and continually fighting resistance to change by the established financial services industry, Jim determined the best way to facilitate disruptive change was to become an entrepreneur and form business entities dedicated to educating and serving the public on financial issues. As an extension of this mission, he serves as an adjunct professor at the University of South Florida teaching classes in Insurance, Management and Entrepreneurship.

A native of Tampa Bay, Florida, Jim strives for life balance and is passionate about guitars, music, baseball, outdoor activities and learning. His highest priority in life is his family – wife Laura, his children and grandchildren.

Erik serves as Executive Vice President of Operations for Financial Advisor On Call™. With more than 27 years of experience in operations, project management and customer service for leading financial services companies including Franklin Templeton and Transamerica, Erik manages overall operations, including finance and client experience. He graduated from University of South Florida with an MBA and a Bachelor’s degree in Finance and Marketing.

Erik’s passion for helping people establish or expand their financial well-being drives his dedication to Financial Advisor On Call’s mission, its clients and business partners. When he’s not at the office, you can find Erik at a rock concert.