Our Team

Jim was born and raised in Philadelphia, Pennsylvania. He attended Franklin and Marshall College on a basketball scholarship. In 1991, Jim graduated from F & M on the Dean’s List with a B.A. in Business Management. Jim’s professional credentials include the Series 7 General Securities Representative registration, as well as a Series 66 Investment Advisor  Representative . As a young man, Jim learned his core values of hard work and integrity from his parents, Bill and Carol. Bill worked as a Philadelphia Firefighter for over 30 years before retiring, and Carol was an administrative assistant in the lumber industry. When it comes to investments, Jim’s philosophy has three main principles:

• Asset allocation is the primary factor in determining long term success.
• Speculating on individual stocks or a few funds will not maximize investment performance.
• Tax-managed strategies reduce current taxes owed, thereby increasing after-tax returns.

Jim’s goal is to provide his clients with outstanding service. He integrates Bridgespan’s exceptional capabilities in a way that makes sense for each client and continually evolves those services to meet clients’ future needs. It is this personalized service combined with his core values and investment principles that allow Jim to form long-lasting relationships with his clients.

John Motley lives every day by the saying that “A goal without a plan is nothing but a wish” and works with his clients to develop individual financial plans to achieve their financial goals in life. As an active investor since 1986, John takes a holistic view of financial planning by gathering relevant financial information, determining risk tolerance, establishing life goals, examining current financial resources and developing a personalized plan to help you achieve your goals. John graduated from Texas A&M University in 1983 and spent 28 years as a Military Intelligence Officer with 15 years on active duty in the U.S. Army and 13 years in the Army Reserve. Airborne, Special Forces, and Ranger qualified, he served in Operation Desert Storm in 1991, was recalled to active duty for Operation Iraqi Freedom and Operation Enduring Freedom from 2003-2005 and volunteered to deploy to Iraq in 2010. John reached his mandatory retirement date and retired from the Army Reserve in 2011. He immediately volunteered to deploy to Afghanistan in 2011 and again in 2013/2014 as a civilian in direct support of U.S. Special Operations Command.

Upon leaving active military duty in 1995, John spent the next 10 years with Ethicon Endo-Surgery, a surgical division of Johnson & Johnson and RITA Medical Systems, Inc. In 2003, John purchased Tavern Products, Inc. and in 2009 he started 2WIN Promotions, LLC, to teach his twin sons about entrepreneurship. John is a highly decorated military officer, award winning sales professional, and an avid investor. He has served and continues to serve in a variety of civic and service organizations to include Boy Scouts, Rotary, Little League, YMCA, Military Officers Association of America (MOAA), and currently serves on the Pasco County Planning Commission as a volunteer appointee. His professional credentials include the Series 7 General Securities Representative registration and Series 66 Investment Advisor Representative, and he is currently registered in Florida and New Mexico. He also holds a Life, Health, and Variable Annuity license with the state of Florida. John moved to the Tampa Bay area in 1995. He married his wife, Irene, in Aars, Denmark in 1991. John was born to U.S. military parents in Ethiopia, Africa and Irene was born in Germany. They have twin sons, Jeffrey and Tommy, who were born in Honolulu, Hawaii. Jeffrey is a 2016 graduate of Florida State University (FSU) and Tommy will graduate from the University of South Florida (USF) in May 2017.

Durene graduated from the University of Buffalo New York with a Bachelor of Science degree in Business Administration.  She earned her Certified Financial Planner™ (CFP) from the College for Financial Planning in 1989 and holds her Life, Health and Variable Annuity license with the state of Florida.  She has been employed by notable companies such as Merrill Lynch, Invest Financial and United Capital.  Her goal is to guide clients to reach their goals and become financially strong. She has lived in Florida for 25 years with her husband and two children.