With over 30 years of experience in the investment and retirement planning industry, Jim brings a wealth of knowledge to both his team and clients. His background in the financial services industry, combined with 24 years as an educator and principal himself, Jim does an exceptional job assisting his clients with their financial planning needs and goals. Not only does he understand the day-to-day challenges many clients face, but also how to financially plan for their futures, including educating clients in areas unique to those in the education field, such as 403(b)s and pensions.
Jim originally hails from the Iron Range in Northern Minnesota, where he was born and raised in Hibbing. A graduate of the University of St. Thomas, Jim earned both his Bachelor (Biology) and Master (Administration) degrees. He also holds his Series 6 and 63 registrations, as well as his Life and Health Insurance license.
Jim currently resides in Stillwater with his wife, Pat, whom he met in High School. They have two grown daughters and four grandchildren. In his free-time, Jim enjoys woodworking and educational professional development consulting.
Jim looks forward to and welcomes the opportunity to guide his clients through life's many financial decisions – the big ones, the small ones, and everything in-between.