top of page



Jim founded the BHR Life Companies in 1982 in Leominster, Massachusetts. He has become a trusted advisor to individuals, families and business owners throughout the region. His success is based on the philosophy of taking time to understand his client's unique needs, especially business owners. He combines this approach with his extensive knowledge and expertise on business and estate planning and executive and employee benefits.

Jim holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College of Financial Services, Bryn Mawr, PA. He is a graduate of the University of Massachusetts, Amherst.


He is a Lifetime and Qualifying member, Million Dollar Round Table, Top of the Table, and Court of the Table and is a member of the Guardian Life and Lincoln Financial product development committees. In 2020 Jim was inducted into the Guardian Life Hall of Fame.


Jim is active in the community and serves as chairman of the Tocqueville Society, United Way of North Central Massachusetts and is a trustee emerita of the Worcester Art Museum.

bottom of page