Jim helps pharmacists, nurse anesthetists, and business owners and executives reach financial success on their terms, built on their values and goals.
Jim learned early on in his career that by doing good by people and working hard, everything else falls into place. With this mindset, he has become a trusted ally in the lives of his clients and their families.
Most financial advisors have access to the similar tools. You need someone who understands your ambitions, who acknowledges your fears and challenges, and who will work with you to overcome every obstacle in achieving the life you envision for your family.
With your goals as the priority, the right financial advisor for you will connect you with the products and tools to help you now and in the years to come.
Jim has built his practice on working with people who share many of his values of hard work and the importance of family. While he has extensive experience creating strategies for medical and business professionals, he is eager to start an advising relationship with anyone who is serious about planning for their financial future.
As a lifelong Minnesotan, Jim lives outside St. Paul with his wife Kristin and their two young children. He spends his free time fishing and hunting at his cabin in northern Minnesota, and he has loved seeing his children grow up to enjoy cabin life as well.
Jim’s office is headquartered in Minneapolis, but he works remotely with individuals throughout the U.S.
- Bachelor of Business Administration in Finance, Concordia University St. Paul
- Chartered Retirement Planning Counselor℠ (CRPC)
- Accredited Investment Fiduciary (AIF)
- Life, Accident, and Health Insurance Licensed
- Variable Life and Annuity Licensed
- Property and Casualty licensed
- Series 7 Registered
- Series 66 Registered
Personal fee-based financial planning
Jim specializes in the goals-based financial planning process. Rather than pairing you with a templated strategy, Jim takes time over several meeting to listen and understand your specific financial goals, and from there he establishes a sound long-term financial plan that systematically addresses all those goals and concerns.
Long-term disability insurance
Insuring your income is one of the most important steps you can take toward financial security. Whether you are unable to work entirely or you can’t perform all your regular duties, long-term, occupation-based disability insurance can provide a steady stream of income for the unexpected.
Coordinate your employer’s plan with independent retirement funding options and create a contribution strategy that will help you experience the retirement you dreamed of.
Asset protection strategies*
With asset protection strategies as part of your financial plan, you can manage risks that could derail your goals, deplete your assets, or threaten your income.
Student loans, personal loans, and credit card debt can all weigh you down financially and emotionally. Jim can help you develop a tax-efficient pay-off strategy that leaves you feeling empowered.
Life insurance strategies
Provide long-lasting security for your family through proper life insurance coverage. Jim can help you apply for a policy and find a company that will support your family through the unknowns.
Alexis has been working on Jim’s team since 2012. She provides a calming presence and additional care for every client interaction.
As part of his expanded services, Jim provides financial workshops for medical professionals throughout the nation to help them create a budget and investment strategy, manage loan repayment, and establish coverage to protect their income and family throughout their careers.
He has presenting to graduating nurse anesthetists at the following schools:
- The Minneapolis School of Anesthesia
- The University of Minnesota
- Mt. Marty in Sioux Falls
- St. Mary’s University of Minnesota
- The University of South Florida
- The Mayo Clinic in Rochester, Minn.
- The University of North Dakota
- Otterbein University in Columbus, Ohio
Jim is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
Jim’s Support Team
Title: Administrative Assistant
MinneapolisNorth Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414