Jim Toomey

Jim Toomey

Client Service Administrator

443-837-7779 ext. 101

jim@gwplans.com

  Jim has been a Virtual Administration Specialist with Commonwealth Financial Network since 2020 and joins the team at Guardian Wealth where he provides support services and account administration with attention to detail, efficiency, and the care required to ensure that nothing falls through the cracks for the clients he engages.  Jim earned his bachelor’s degree in finance from Northeastern University and is dedicated to supporting the team that delivers and executes the plans and strategies developed to pursue your financial goals.  Jim lives in a seaside town just south of Boston with his wife Donna and two rescue dogs – Finn and Chance.  In his down time, Jim enjoys kayaking, mountain-biking and reading.