Jim has over 20 years in the financial services industry helping advisers help their clients protect their incomes, businesses and families. Over his career he has worked both as an adviser and a wholesaler giving him a unique perspective from both sides of the desk.
As a professional consultative partner the client’s best interest is always of utmost importance. His mission is to be an extension of your brand and philosophies, understanding your challenges and framing his services to your specific needs whether it’s a typical wholesale model or directly with your client…or something in between.
Before founding Financial Protection Partners Jim began his financial career as an advisor for one of the nation’s largest brokerages before ultimately transitioning into multi-carrier wholesaling positions.
Jim holds a Bachelor of Science degree from Arizona State University in Communication and minor in Marketing. When not working Jim likes to spend time with his family, eating, laughing and watching football. And occasionally when there time he’ll squeeze in some golf and fishing.