James Makuch MBA


After more than 30 Years of working with clients, and after 5 years of semi-retirement, Jim decided to officially retire in June of 2022. While he will no longer be a daily fixture in our office, His legacy lives on for a business built on providing his clients the highest level of service and expertise in many financial subject matters. We will miss having Jim around every day, but wish him the best of luck in his retirement!