Jim serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, charitable giving, employee benefits and estate planning.
Jim brings to his clients more than 20 years of experience in the financial services industry. Prior to joining Creative Planning, he was partner in an independent investment advisory firm. Jim wrote the book, The Wealth Management Experience: The Peace of Mind That Comes When Your Financial Roots Are Strong (Archway Publishing, 2016). The book provides a prudent process for growing and managing your wealth.
Jim earned a Bachelor in Business Administration degree from Western Michigan University. Jim is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and an Accredited Investment Fiduciary® as designated by Fi360.
Jim and his wife Janelle have two children – Julia and Jameson. In his spare time, Jim enjoys golfing, working out and spending time with his family.
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