Jim Healy
Financial Planner

Phone: 781-247-5569
Mobile: 617-710-6620
E-mail: jim@erocktax.com

Jim brings more than 13 years of finance industry experience to Erock Tax, most recently working as a financial analyst supporting some of the most recognizable brands in the food and beverage industry. In his past roles, he has gained substantial knowledge in financial modeling, budgeting, business development, and corporate real estate.

Jim has a Master of Science in Finance from Suffolk University and a Bachelor’s Degree in Finance from Western New England University.

He is passionate about building relationships and working with families, individuals, and non-profit organizations looking for a more secure financial future.

Jim lives in North Andover with his wife Kristin and their three young children. He enjoys skiing and traveling with his family and coaching various youth sports teams.