Jim has been in the financial services industry since 1991. Most recently, he was a Financial Advisor for Cetera Investor Services, LLC serving clients in Oakland, Livingston and Genesee counties. Prior to that, Jim spent time as a consultant covering the state of Michigan for various money managers such as Janus Funds, MFS Funds and OppenheimerFunds. Jim holds the Series 7, 63 & 65 FINRA licenses as well as the State of Michigan – Life, Accident & Health, and Variable insurance licenses. He also holds the Certified Investment Management Analyst (CIMA ®) designation from the Investments & Wealth Institute (former IMCA).
Jim helps individuals, families and business owners make informed and planned investment decisions. Having spent 30 years in the financial services industry, Jim believes that everyone has their “unique financial story”. His goal is to help you articulate that “financial story” and provide a personal solution. Whether it be the accumulation of funds for a future need/goal or the distribution phase of those funds, we will identify your expectations, set a plan, monitor the results over time, and make adjustments as necessary.
Jim lives in Highland, MI (just North of Milford) with his wife, Melissa, and 3 children. He is a graduate of Michigan State University. When he is not working he enjoys spending time with his family, golf, sporting events, live music and long Michigan summer days.