Jim has been dedicated to making a difference in the lives of clients since 1988. His experience, education and professional affiliations have fostered his practical approach to pre- and post-retirement planning, as well as wealth transfer and inheritance strategies.
Jim takes a personalized, client-focused approach to financial planning. He begins by listening carefully and gathering a comprehensive understanding of each client’s financial goals and investment objectives. From there, he collaborates with clients to develop a tailored strategy aligned with their objectives. Jim then recommends appropriate products and services to implement the plan and provides ongoing guidance to help clients stay on track or make adjustments as their needs evolve.
Committed to continuous professional development, Jim regularly participates in advanced education and certification programs. He has completed the curriculum and passed the rigorous examinations for the following designations and registrations:
- Certified Financial Planner® (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- Retirement Income Certified Professional® (RICP®)
- Wharton Certificate in Retirement Planning
- FINRA Registrations:
- Series 7 - General Securities Representative
- Series 63 - Uniform Securities Agent
- Series 65 - Uniform Investment Advisor
Building and maintaining a strong community is very important to Jim. He remains actively involved in Arlington Heights through the following leadership and service roles:
- Trustee, Village of Arlington Heights
- Member and Past President, Rotary Club of Arlington Heights
- Member and Past President, Arlington Heights Chamber of Commerce
- Past President, Crime Stoppers
- Past President, Arlington Heights Memorial Library Board of Trustees
- Member and Past Vice President, Arlington Heights Historical Society
- Past Vice President, Metropolis Performing Arts Centre
Community Awards and Recognition:
- Hearts of Gold Award Recipient – Village of Arlington Heights
- 2024 Legacy Builder of the Year - Arlington Heights Chamber of Commerce
- 2019 Community Leader of the Year - Arlington Heights Chamber of Commerce
- 2017 Business Volunteer of the Year - Arlington Heights Chamber of Commerce