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Charitable advisors assist nonprofit organizations with event management, fundraising, and gifting programs. Our goal is to help you streamline the management processes that enhance the clarity of your decision making. Our advisors have years of experience working in the non-profit field and look forward to assisting you with your challenges.

​As the Director of Development to the Heritage Museum of Orange County, Jim worked to establish a development department that is responsible for all fundraising activities of the museum. Completed initiatives include developing a marketing and business plan, establishing new banking relationships with working capital lines, and the most successful year-end appeal in the last fifteen years. Sought and received funding for the Smithsonian Journey Stories exhibit and Farmhouse Windmill.

President of the PGRT Orange County in 2014. Responsible for leadership of the association, expanding the membership base, and for providing interesting and actionable ideas via our bi-monthly meetings.

Jim was the creator of the Planned Giving program raising over 6 million dollars in legacy gifts. He was also responsible for bringing the corporate sponsorship program to the museum, which has resulted in several highly profitable contracts from sources such as the NFL and Cox Communications. Jim successfully leveraged the relationships with the investment management vendors which resulted in more museum gifts. He is experienced with the Raiser's Edge CRM donor database.

Owner / Operator of retail gourmet store. Responsibilities were marketing, merchandising, customer service, financials, and community outreach. Benefits were all the experiences included in being a true entrepreneur! Here is a video of our Wine Pairing Classes - Where neighbors became friends !

Running the Downtown Business Association and trying to keep everyone happy!

Consulted with Transamerica agents on the best use of high dollar life insurance for their clientele.Made multiple presentations on advanced marketing topics to these agents throughout the country.

Taught business finance classes to students.

Assisted small business owners with their financial and business planning needs. Provided financial and retirement plans to individuals to ensure a long-lasting retirement.

Sold various types of insurance related products, life insurance, annuities and employee benefit products.

Advised clients on tax saving methods, increasing net worth, and avoiding excessive risk.

I served 4 years in the USAF as a Fuels Specialist. My last duty station was at Grand Forks AFB. It was a great time in my life to travel the world and to serve my country.