Personal

Outside of work Jim enjoys running, volunteering and spending time with his delightful family, which includes his wife Lara his two children Peter and Katie, and Jack the guinea pig. 

Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

Years of Experience

Representing Northwestern Mutual since 1995.

Education

Bachelor of Science in Business Administration: Finance from California State University (Sacramento)

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Junior Achievement for Sacramento

Junior Achievement is a program that allows local business professionals to enter classrooms and teach children important concepts about the global economy. Growing up Jim learned about business from his father who was a small business owner. Knowing not every child gets these kind of learning opportunities has made Jim very passionate about education and Junior Achievement’s mission. He is currently serving on the Board of Directors for the Sacramento area, and he continues to visit local classrooms to teach children about important economic concepts and help them prepare for stock market competitions.

Junior Achievement for Sacramento

The Golden Gate Relay

The Golden Relay is run from Napa to Santa Cruz in a single night raising money and awareness for organ donation. The cause is very important to Jim as his mother received a kidney transplant and was able to live an additional eight years. This extra time meant the world to Jim so he is excited to be able to run this in her honor annually.

The Golden Gate Relay

Sacramento Greek Festival

One way Jim stays in touch and shares his heritage is by volunteering at Sacramento’s local Greek Food Festival. The village style festival serves authentic Greek food made by the volunteers from all parts of Greece.

Sacramento Greek Festival

Sacramento Little League (Previously Involved)

You may recognize Jim from his time volunteering for the East Sac Little League team. He helped coach the team his son Peter played on. He was on the board for about 10 years. So if he looks familiar but you just can't place him maybe take a look at your child's past little league photos. He might just be there too.

East Sac Little League

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline