Jim started in the financial services industry in 1992, after earning a Bachelor of Business Administration degree from the University of Wisconsin-Madison and an MBA from Marquette University.  With a background in healthcare finance and as a non-practicing Certified Public Accountant, he takes great pride in guiding clients and finding methods to explain complex concepts in an understandable manner.

Due to his experience, Jim speaks for various business and professional associations, including the Wisconsin Institute of Certified Public Accountants (WICPA). He also contributes articles to the Milwaukee Journal Sentinel, Small Business Times, American Medical News and the WICPA’s On Balance magazine.

Jim earned the Accredited Investment Fiduciary® designation from Fi360’s Center for Fiduciary Studies. The AIF® designation certifies that the recipient has knowledge of fiduciary standards of care and their application to the investment management process. The AIF® designation is the culmination of a rigorous training program, including a comprehensive final exam, as well as agreement to abide by the code of ethics and conduct standards.

Passionate about his community, since 2019 Jim has led classes on personal finance at the Milwaukee Rescue Mission, an organization which provides critical shelter, meals, and hope for those struggling with poverty, abuse, and addiction. He has also been on trips overseas where he and his wife have helped fund clean water projects. Seeing the building of the wells in-person have some of the most profound moments of his life.