Jim comes to the wealth management arena a bit differently than most. Having graduated from University of Wisconsin Law School with Honors in 1993, he practiced law for Robins, Kaplan, Miller & Ciresi in Minneapolis*. Feeling a longing for a change, he followed his passion into wealth management with US Bank in the Private Client Reserve area in 1998. In 2012, he moved to Merrill Lynch advising clients in growing wealth, mitigating taxes, trust & estate planning strategies and retirement planning.

At Green Wealth Management Group, Jim wields his 25 plus years of financial expertise to help clients achieve their financial goals. He brings a seasoned approach to asset management, retirement planning and tax efficiency to guide his clients through the ups and downs of the markets.

In his free time, Jim enjoys hockey, golf, travel, playing guitar and supporting the University of Minnesota Masonic Children’s Hospital.

* No longer practicing.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.