Helping Clients in All States except CA, CO, IL & HI
About Jim
As a Financial Consultant, Jim strives to let clients and prospects know that every question they ask will receive an honest, straightforward answer. Having been in the financial services industry since 1994, it was the financial crisis of 2008 that propelled Jim to be a Financial Consultant in 2010. Seeing how advisors helped clients navigate through the volatility of the market at that time spoke to Jim’s always upbeat outlook, and showing clients the possibilities of achieving their dream of retirement is exceptionally gratifying. Whether Jim’s client is a recent college graduate or just about to retire, he strives to meet and exceed their expectations with a financial plan as their roadmap to success.
Originally from Elmwood Park, Jim now lives in McHenry County with his wife Denise. He has passionately been involved with the Rotary Club of Lake in the Hills for a few years and currently serves as assistant district governor. Jim is also actively involved in the McHenry Chamber of Commerce where he serves as an ambassador. His involvement in youth hockey for the last ten years has come to an end with his son Jimmy’s graduation from Crystal Lake South High School. Jimmy started at Belmont University in Nashville, giving Jim a favorite place to visit. Jim and Denise enjoy spending time together, exploring new restaurants and if weather permits finding a patio with a view to enjoy a cocktail. They also have a French Bulldog named Hattie with a personality that never stops cracking them up.
Registrations and Licenses
FINRA registered (Series 6, Series 7, Series 63 and Series 66, held with LPL Financial)
Life, Health and Variable Contracts Licensed