Jim joined Carmichael Hill in 1993 and is a CERTIFIED FINANCIAL PLANNER practitioner, Chief Compliance Officer and sole owner of Carmichael Hill. He graduated from Pennsylvania State University with a bachelor’s degree in Accounting. At the time, Carmichael Hill was a Registered Investment Advisor for high net worth individuals and a Third-Party Administrator for small business retirement plans. During the first few years Jim earned his stripes learning about investments, retirement planning, insurance, estate planning and the ten thousand other challenges involved in working in a small business (there were just two people then).
In the late 1990’s, Carmichael Hill spun off its retirement plan business and Jim became a partner. He went on to earn the Chartered Retirement Plan Specialist (CRPS) and Registered Paraplanner (RP) designations. Under his guidance, the firm shifted to focus solely on serving individuals and businesses as a Registered Investment Advisor. In 2007, he went on to earn the CERTIFIED FINANCIAL PLANNER™ certification and in 2013 became the sole owner of Carmichael Hill.
For Jim, it’s the people that make this business worthwhile. With almost thirty years of experience here, he’s worked with many clients for decades and some across generations. It’s a uniquely rewarding experience to see the harvest that comes from seeds you helped a client plant years ago.
Jim lives in Brookeville with his wife, Julie and their two sons. He serves as a Deacon of Shady Grove PCA, an Assistant Scoutmaster at Troop 264 in Olney and is a long tenured baseball coach through the Olney Boys and Girls Club. He is an avid outdoorsman and can be found running, biking, camping and spending time with his family on baseball fields all across Maryland.