Over the course of more than 25 years, Jim has developed a comprehensive, transparent, and customized approach to wealth management. Jim works with a select group of clients, both affluent individuals and corporations, to help ensure that their investments support their most important long-term financial and life goals.Jim’s guidance is customized for every client. Whether the need is retirement income, estate planning, or tax minimization strategies, Jim utilizes a straightforward and disciplined process designed to not only meet clients’ goals but make sure they feel comfortable every step of the way.Jim graduated from the University of Iowa with a bachelor’s degree in Finance and has received the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor®, CPFA® designations. Jim and his wife Autumn reside in Elmhurst, IL with their three children, Lyla, Leo, and Luka.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
