Jim, a financial professional since 1999, enjoys helping clients and building trusted relationships through a consultative approach. He believes strongly that everyone should make sure that their assets are properly allocated based on principles that are best suitable to each individual situation. He is currently licensed in Minnesota and Wisconsin. In his free time he enjoys spending time with his family, Friday night dates with his wife, fishing, and golfing.
Services
Jim offers a variety of services to help you meet your goals for today and tomorrow. His non-pressure style and interest in educating his clients appeals to many people who are looking for someone to provide sound advice and quality service. He enjoys conducting the necessary research on the wide variety of options available in the marketplace to discover what will best match your needs and is suitable to your degree of risk tolerance.
He entered this industry because he has seen first-hand the difference proper planning can make in financial situations, particularly when people have lost family members or their income source. He is dedicated to helping as many people as possible avoid the negative results of improper planning when these life events occur. His services include, but are not limited to the following:
Retirement Savings
Education Savings
Asset Allocation Planning
Life Insurance
401(k) plans
Long-Term Care Insurance
Jim enjoys the independent status as a financial advisor at Focus Financial which allows him to offer the advice and products that are best suited to each person. He looks forward to meeting with you soon and establishing a long-term relationship.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
