Jim is a seasoned financial advisor with a unique perspective. Growing up on construction sites, he learned the importance of strong foundations, attention to detail, and building for the end-user. These principles continue to guide his approach to financial planning.
After a successful career at Northwestern Mutual, Jim joined forces with Brad in 2019, where he prioritizes client relationships and personalized financial strategies. Jim is a graduate of Loyola University Chicago and holds the Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant designations. He is dedicated to his family, faith, and community, and enjoys an active lifestyle.
