Jim’s expertise, combined with Ennea Wealth Solutions’ commitment to holistic financial planning, ensures a client-centered approach. Prior to co-founding Ennea Wealth Solutions, Jim worked as a financial planner with Northwestern Mutual before transitioning the business to a private practice. Jim graduated from Loyola University Chicago and holds the Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant designations.
Certifications
- CFP®
- ChFC
- CLU