Jim has been in the financial services industry and has an extensive background in helping clients for more than 40 years. A native Duluthian, he graduated from the University of Minnesota–Duluth in 1980 and started his career in Minneapolis at the IDS home office. Jim joined the Duluth office of RBC Wealth Management in 1984 and, shortly thereafter, finished his studies to earn the CERTIFIED FINANCIAL PLANNER® designation. From 1989 to 1998, Jim was with the Duluth office of Piper Jaffray, where he earned the title of managing director – investments and was the assistant branch manager. In 1998, he rejoined the Duluth RBC Wealth Management office.

Jim and his wife are active volunteers. He currently serves on the Minnesota Masonic Charities board of directors. He previously served as the president of the Scottish Rite Foundation of Duluth for 19 years. Jim is proud to have helped establish the Scottish Rite Clinic for Childhood Language Disorders as a standalone clinic in Duluth, providing services free of charge to over 2,000 children.