Professional

Representing Northwestern Mutual since 1988, I have a desire to help others prepare for their Financial Future. Over the years, I have developed long lasting and enduring relationships with my clients. I am able to serve clients in multiple states both in insurance and investment products.

Associations and Memberships - Past and Present

  • Member of the National Association Insurance and Financial Advisors (NAIFA)
  • NAIFA Board Member
  • Member of the St. Joseph County Chamber of Commerce
  • Former President of the South Bend Lions Club
  • Former President of the Northern Indiana Mountain Bike Association (NIMBA)
  • Former State Representative of International Mountain Bike Association (IMBA)

Education

Bachelors of Business Administration from Northwood University

Major in Management

 

American College of Financial Services

FINRA Series 6 and Series 63

     
     

Awards and Recognition

National Quality Award

Award recognizing Persistency and Performance

 

MDRT: Million Dollar Round Table

Personal

Jim and his wife Joelyn have been married for over 34 years. Together they have three children. Jim and Joelyn have resided in the Michiana area for the last 35+ years and during that time, they have been heavily invloved wtihin the community and are members of St. Pius X Parish.

Although Jim's business demands a lot of his time and energy, he finds balance between spending quality time with his family, mountian biking, and other outdoor activities. 

Areas of Expertise

Financial Planning

Estate Planning

Business Planning & Succession

Retirement Planning & Income Strategies

Disability Planning

Life Insurance Strategies

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