Keystone Wealth Partners
Jim E Dillenbeck
Financial Representative|CLU®, ChFC®, CFP®
Personal
My wife Tamsey and I graduated from UVA and have lived in Charlottesville for nearly 30 years.
I enjoy running, biking, traveling, and spending time with my family.
I'm an elder in our church (Christ Community), serve on the board of the Journey of Awesomeness (bike fund-raising group), and volunteer with the local high school track & field events.
Professional
I'm passionate about helping my clients identify and work toward their financial goals and dreams. I help with insurance, investments, and comprehensive planning. We employ a process of asking lots of questions, exploring options, and making recommendations based on each client's unique needs and hopes. We then follow up and review regularly with clients to monitor progress and adjust as needed.
Years of Experience
Representing Northwestern Mutual since 2002.
Education
- University of Virginia - History (Bachelor of Science)
- James Madison University - Education (Post baccalaureate)
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2012-2015
- Award recognizing commitment to excellence in service to clients and industry
- Life Impact Award 2005-2006, 2008, 2010-2013, 2019
Lending a hand in my community.
Here are some of the organizations we partner with:
Journey of Awesomeness
Since our founding in 2015, we have pedaled 83,000 miles, raised over $1.2 million dollars and have provided funding for 1.1 million meals (Blue Ridge Area Food Bank) and clean water for 40,000 people in E. Africa (WorldServe).
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.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability 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.
