Jim hails from the Iron Range of Northern Minnesota, born and raised in Hibbing. Jim is a 30+ year veteran of education as a teacher and principal so he understands well the financial and planning needs of educators. Jim has over 20 years experience in the investment and retirement planning business and brings a wealth of experience to assist Education Minnesota members with their financial planning needs and objectives. His commitment to members is exemplary service along with excellent products and programs. Jim and his wife, Pat, live in Stillwater. He enjoys woodworking and educational professional development consulting. Jim looks forward to and welcomes the opportunity to guide his clients toward a secure financial future.
Awards and Recongnition
5 STAR Wealth Manager by Mpls-St Paul Magazine and Twin Cities Business 2012-2014, and 2016 - Disclaimer