Jim has been with RBC Wealth Management’s Duluth office for more than 20 years. As a financial advisor, he helps clients determine long-term financial goals and then implements customized investment strategies. Jim provides a wide array of financial services including, but not limited to, wealth planning, retirement planning, 401(k) rollovers, annuities, life insurance and portfolio development. He believes a professional relationship starts with listening, developing trust through understanding and building confidence when goals are accomplished together. His goal is to help clients with their finances to support growth and preservation of wealth.
Jim is married and has two grown children. He and his family enjoy hunting at their shack, fishing area lakes and attending various sporting events.