Jim has been with Merrill since 2006. Jim was recognized by Forbes Magazine in 2019, 2020, 2022 and 2023 as one of the “Best-in-State Wealth Advisors”(Published annually Jan – April. Rankings based on data as of June 30 of prior year) as well as “Best-in-State Wealth Management Teams” in 2023 and 2024 for the state of Nevada (Published annually in January. Rankings based on data as of March 31 of prior year). Prior to Joining Merrill, Jim specialized in financial planning and asset management for high net worth clients at UBS Financial Services and Northern Trust. His work with successful individuals and families helped them to focus on investment management, liability management, estate and philanthropic planning, retirement planning and tax minimization strategies. Jim received his Bachelor of Science degree in Business from Ferris State University. He holds an Executive Certificate in Financial Planning from the University of Nevada at Las Vegas and is a holder of the CERTIFIED FINANCIAL PLANNER^™ certification issued by the Certified Financial Planner Board of Standards, Inc. In addition Jim also holds the CHARTERED RETIREMENT PLANNING COUNSELOR^™ designation issued by The College for Financial Planning Institutes Corp. He also earned a certificate in Exit Planning from the Exit Planning Institute. He is the former President of the Nevada Chapter of the National Association of Stock Plan Professionals, Las Vegas Area Boy Scout Council Endowment Committee, UNLV Foundation Planned Giving Board of Advisors, and the Nevada Community Foundation Professional Advisory Council.

Jim and his wife, Debbie, have been married for 39 years and enjoy spending time with their 3 children and 5 grandchildren.




*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.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and
telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials,
compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion
because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future
performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not
an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee
future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.