James P. Tomasovich, CIMA®

Wealth Manager

Over more than a decade, James Tomasovich has built trust-based relationships with his clients.  He works closely with each client to help bring clarity to their financial future.  They appreciate his attention to detail, his sincere personality and his disciplined approach to caring for their families’ financial well-being.

Jim began his career as a financial advisor in Pittsburgh’s South Hills, before joining Federated Investors’ and moving to Michigan to consult advisors on portfolio management.  Jim graduated from Pennsylvania State University, The Behrend College with a degree in finance.  After attaining his Series 7, 63 and 66 licenses, he earned his Certified Investment Management Analyst® designation at Carnegie Mellon University.

Outside of work, Jim is active in his sons’ Cub Scouts troop and supports causes furthering environment conservation.  In his spare time, he enjoys coaching his sons’ baseball teams, woodworking and the great outdoors.  Jim, his wife, Julie, and his sons, Jimmy and Eddie, live in Mars.