Jim’s focus each day is to fulfill the mission statement of his firm; to simplify the financial aspects of clients’ lives so they have more time to spend on the activities in their lives that bring them joy, happiness and fulfillment. He takes time to build deep relationships with his clients who are primarily Business Owners, Corporate Executives and other Affluent families. Knowing and understanding his clients allows Jim to help them define their objectives, make clear decisions and implement proactive financial planning strategies, in short “to get them from where they are to where they want to be”. Jim uses a fee based approach along with sophisticated modeling tools with his clients so he can objectively develop and implement strategies that limit their risk and volatility over the long term and maintain the integrity and relevance of their financial plan. The affiliation with Lincoln Financial Advisors combines the strength and resources of a Fortune 500 company with the high touch responsiveness of a boutique financial planning firm.
Jim is a graduate of DePaul University earning both a B.S. in Commerce Accountancy and a Master of Accountancy. His diverse business career has included ownership/management of a local trucking company, management of an import/distribution company, as well as various consulting engagements in the areas of re-insurance accounting, computer system implementation, print and internet advertising, and sales management/training. This diversity provides Jim with special insight into the business and personal financial challenges faced by business owners, executives and professionals alike.
Jim and his wife live in a Chicago suburb, have two children and five grandchildren. Some of his hobbies include golf, photography, and sporting clays. He is active in his parish, the Cursillo Movement and several charitable organizations.
* Licensed, not practicing on behalf of Lincoln Financial Advisors Corp.