Professional
During law school at the University of Idaho, Jim began his career as a financial representative intern for Northwestern Mutual.
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
