Professional
During law school at the University of Idaho, Jim began his career as a financial representative intern for Northwestern Mutual Financial Network.
Today, Jim specializes in executive compensation, including retirement and other employee benefit plans, as well as wealth management.
For over thirty years, Jim´s focus has been on meeting the needs of executives and highly compensated individuals.
In all Jim´s professional relationships, he pledges himself to the following rule of ethical conduct:
I shall, in the light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.
Source: The American College
Education
- Bachelor of Science degree in Business from University of Idaho
- Juris Doctorate in Law from University of Idaho
Awards and Recognition
- Million Dollar Round Table Qualifying Member: 1972-1974, 1986, 1992-1995
- Million Dollar Round Table Qualifying/Life Member: 1996-2007
- National Quality Award: 1975, 1985-1986, 1994-2003, 2005-2007
- National Sales Achievement Award: 1994-1995, 1997-1998, 2001
- Million Dollar Round Table Provisional Member: 1971
Associations and Memberships
- Member, California Bar Association
- Member, Financial Planners Association
- Member, Society of Financial Services Professionals
- Member, National Association of Insurance and Financial Advisors
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