Meet the Team

Jim joined Fidelity Bank in 2020 as a Wealth Relationship Manager, and he uses his over 30 years of extensive experience in investment and portfolio management to assist Fidelity Wealth Management clients with their investment objectives.

He works closely with the Fidelity Bank Wealth Management Team to deliver custom solutions to our wealth clients that help them achieve their financial goals.

Jim holds a M.B.A. from Lebanon Valley College, B.A. in Economics from Millersville University, and is a graduate of the PA Bankers School of Trust.

Jim and his family reside in Lancaster, PA where he is active in the community.