About Jim
Jim holds a Series 7, 63 and 65 securities registration through LPL Financial as well as an insurance license in the State of Wisconsin.
Jim and his wife Lana have lived in New Berlin the last 27 years, raising two daughters. They are proud grandparents of three grandchildren. Jim enjoys traveling, playing golf, watching little league games and is an avid silver dollar coin collector.
Education
Jim is a graduate of the University of Wisconsin – Madison and has earned his MBA from the University of Wisconsin – Milwaukee School of Business.
Background
Jim has over 31 years of experience providing comprehensive financial planning and servicing his clients’ needs. He strives to offer his clients a wide range of investment and insurance solutions as a fiduciary advisor and has extensive experience in the banking industry.
Area Served
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New Berlin
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