Jim manages the accounting and reporting functions for the firm and assists the CFO with tax planning and other financial operations.

Prior to joining Tallwood, Jim served as Senior Accountant at myCFO, a wealth advisory firm specializing in financial advice for high-net-worth individuals and their families. Previously, he also worked in the finance department for the San Jose Sharks and the tax department for Price Waterhouse.

Jim holds a B.A. in Business Economics from U.C. Santa Barbara.