Jim specializes in all areas of personal financial planning,* but his primary goal is to educate his clients on the possibilities and create a plan to meet their individual needs and goals. Jim graduated from the University of Iowa and earned the designations of Chartered Life Underwriter, Chartered Financial Consultant, and Life Underwriting Training Council Fellow. In recognition of his service, Jim is a consistent winner of the National Quality Award from the National Association of Insurance and Financial Advisors.
If Jim isn’t in the office talking to clients about protecting their future, there’s a good chance you’ll find him out on the golf course with his wife. Jim is not only an avid player, but the co-founder and tournament chairmen of the prestigious Greater Cedar Rapids Open.