James R is a Senior Tax Specialist in the Integrated Planning Group of Summit Financial LLC. Jim provides guidance on estate, tax, retirement, charitable, and business planning. Prior to joining Summit, he was a Vice President/Account Manager at Ayco, a Goldman Sachs Company, where he provided comprehensive financial and tax counseling to corporate executives and high net worth individuals. Before Ayco, Jim worked as an attorney, and focused his practice on taxation, business planning, and estate planning. He graduated from Rider University with a B.S. in Business Administration and earned his J.D. from Seton Hall University School of Law.