Comprehensive Financial Planning
About the Financial Advisor
Jim is a part of the Phase 3 Advisory Services. He serves his clients who have enjoyed personal and professional success but whose commitments to family, work, and service leave little room for effectively managing their family wealth or planning for retirement. Jim helps his clients take the worry out of managing their financial life so they can create a fuller retirement for themselves and their families.
He focuses on serving couples and individuals in Buffalo Grove, IL.
Jim serves his clients by helping them with mapping, monitoring, and managing client’s financial plans to provide customized services to meet their needs.
Education and Designations
- Trinity International University, Bachelor’s Degree, Psychology
- Trinity International University, Master’s Degree, Counseling Psychology
- Trinity International University, Master’s Degree, Religion
- CFP® – CERTIFIED FINANCIAL PLANNER™
Jim and his wife, Jennifer, have five children and are very involved in their local church. They love to travel and Jim loves to play pickleball.
Main Phone: 847-520-5545
Buffalo Grove IL 60089