With over 30 years working in financial services, Jim has helped clients position for prosperity, prepare for the inevitable, and protect against the unexpected. He understands that navigating life's financial journey is seldom simple and often challenging. As a guide and financial advisor, Jim can help develop the strategies for the next stage of your journey and the roadmap to reach your destination. He brings a wealth of experience, unmatched integrity and professionalism, and a personal commitment to your success. With access to a wide array of financial services, investments, and insurance products, he helps individuals and business owners pursue their goals for growing wealth, managing risk, and preparing for life's major milestones and unexpected events, such as loss of income, long-term healthcare, retirement, and estate planning.
Jim holds the following FINRA registrations through LPL Financial, Investment Advisor (Series 66) and a Securities Representative (Series 7). Since he began his career in 1992, he has gained extensive experience in insurance, investments, benefits, and many other aspects of financial services and wealth management.
Jim graduated with a Bachelor of Science from the University of Utah, where he played college football. An avid cyclist, he enjoys a good workout and his creative exercise style could almost get him a second career as a personal trainer. Jim believes success is not just about business, but includes helping others and giving back to the community, a theme he spoke about at Utah Business Magazine's Forty Under 40 awards and one he lives by volunteering for educational, youth, and community service organizations. He loves reading and spending quality time with his family: his wife Marci, their three wonderful children, and two grandchildren.