Jim is dedicated to learning about each client's personal goals and objectives for a more secure financial future. Jim focuses his practice on wealth accumulation, preservation and distribution upon retirement. He helps his clients by objectively recommending strategies and products to assist them in working toward those goals. He builds strong, lasting relationships with his clients through open and honest communication.
Jim has been providing sound investment and insurance strategies to his clients since 1988 as a Registered Representative. He holds FINRA Series 7, 63, 66, 67, 53 and 24 registrations as well as Life, Health and Variable Insurance licenses.
Jim is a graduate of UW-LaCrosse with a Bachelor of Arts degree in Public Administration and Political Science. He has achieved the title of Retirement Planning Specialist with Equitable Advisors by earning a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.
Jim, his wife Brenda and their two sons, Owen and Aaron, reside in Mount Horeb, Wisconsin.