As an experienced financial professional with over 25 years of industry expertise, Jim is dedicated to offering personalized financial guidance to individuals, families, and organizations. Over the past five years, he has focused on building comprehensive wealth management services for credit unions across the country.
As a Wealth Management Specialist, Jim follows a fundamental planning process, emphasizing understanding individual goals, collaborative plan development, strategic implementation, and maintaining consistent communication. Jim is committed to sharing his knowledge and experience and takes great joy in helping others to pursue their financial goals.
Outside of work, he finds joy in outdoor activities such as fishing and golf, as well as cooking and traveling with his family.