Jim has twenty-five years of experience in the financial services industry, including twenty years working specifically with employer sponsored retirement plans. His primary role is to advise clients and build effective models for their qualified, non-qualified, and employee educational programs, as well as promoting the firm's presence as a leader in retirement services. Jim joined Clearpoint Financial after seven years as a Western Regional VP of Retirement Services with RBC Dain Rauscher and previously worked at First Trust, American Express/IDS and Citicorp. He received a Bachelor of Science Degree in Finance from the University of South Dakota and earned an MBA in Marketing from the University of St. Thomas. Jim is an Accredited Investment Fiduciary (AIF), a PlanSponsor Retirement Professional (PRP) and holds the Series 7, 25, 66 and 65 Registered Investment Advisor and insurance licenses.
