Our Qualifications

 

Jim comes from a hard-working family. The strong work ethic he learned from his parents carried over to his financial planning business he started in 1988. He earned two professional designations so far to better serve his clients: CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant). Jim has been a member of the Society of Financial Service Professionals since 1988 and serves on the Twin Cities Chapter Board of Directors. He has co-chaired and remains actively involved with the Minnesota Business Ethics Award which recognizes and honors those Minnesota companies that exemplify a strong commitment to ethical business conduct.  Over 30 hours per year of continuing education help him to provide cutting edge information and knowledge for each of his 200 clients.