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Jim Dufresne

Jim Dufresne

Principle

With over three decades as a tax and accounting professional, Jim has built a vast expertise both personal and corporate financial strategies.  Since founding his wealth management practice in 2002 his passion has shifted to helping people plan for and realize their personal financial goals.  In his role Founder and Principle, Jim works with clients to under stand their unique individual situation and provide trusted guidance to meet their needs.  Jim received his BS in Accounting from the University of Massachusetts , Dartmouth and his MBA from Babson College.   In his spare time, Jim enjoy golfing, fishing and spending time with his family.