Jim Werner, CFP (R), HTCC Director
Financial Advisor
Halliday Financial Group

Jim is a Certified Financial Planner TM with Halliday Financial Services. He works with families to develop, implement, and maintain high quality financial and estate plans that help them in pursuit of their goals. He works closely with his client’s attorneys and accountants to identify to the most appropriate solutions to help maintain reasonable returns, protect principal, minimize taxes, and preserve a legacy for future generations to enjoy. Jim has been a Chamber member since 2005, and was the first chairman of the “Under 30” committee to help support the needs of younger professionals in the Chamber. He is also a member of the Education and Training Committee. Jim is graduate of Lafayette College and holds an MBA in Finance from Hofstra University.