Jim Thompson

With over 30 years of experience in financial planning and investment management, Jim has developed a keen insight into the distinct needs of Sequoia Sentinel Family Office clients. He specializes in working with closely held business owners, Fortune 1000 executives, and families with exceptional means to develop customized financial planning and investment management solutions tailored to their unique wealth management objectives. His goal is to help simplify the complexity associated with more sophisticated planning techniques to ensure clients feel empowered and confident in their financial decisions.

At the core of Jim’s work is a commitment to building strong, enduring relationships and delivering exceptional client experience. He focuses on taking a collaborative, personalized approach grounded in a thorough understanding of each client’s wealth planning priorities. This partnership empowers clients to take control of their financial futures, both now and for generations to come. Jim earned his Master of Business Administration in finance from Case Western Reserve University and Bachelor of Science in finance from Miami University.

Jim lives in Pepper Pike, Ohio. In his free time, he enjoys taking advantage of Northeast Ohio cultural offerings, hiking, golfing, clay shooting, reading, and spending time with family and friends.