Jim began his career in 1996, providing comprehensive planning and wealth management services to individuals, business owners, and executives.
As an experienced CERTIFIED FINANCIAL PLANNER™ professional, Jim's goal is to empower clients by reducing conflicts of interest, taking the time necessary to understand each client's financial situation and educating clients on the solutions available to help accomplish their objectives.
Jim's extensive background and experience in the financial, retirement, and estate planning fields have earned him membership in the Court of the Table qualifiers for Million Dollar Round Table, an international organization of financial service professionals.
With an MBA from Benedictine University in Lisle, IL, Jim concentrated in organizational behavior and organizational development. He earned his Bachelor of Science degree from Northern Illinois University, DeKalb, IL. Jim has also earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College.
Jim is licensed as a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC, holding his Series 7: FINRA General Securities Representative, Series 63: FINRA Uniform Securities Agent & State Law Examination, and Series 65: FINRA Uniform Investment Advisor Law Examination licenses. As an Insurance Producer, Jim is also licensed to advise on various insurance products in numerous states across the country.
He has served as the president of the board of trustees at the Four Winds Waldorf School in Warrenville, IL.