First Vice President
PIM Portfolio Manager
Senior Wealth Advisor
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 for 11 years advising clients in growing wealth, mitigating taxes, trust & estate planning and retirement planning,
With over 25 years of financial expertise, Jim has been helping clients achieve their financial goals for a long time and has accumulated an impressive wealth of knowledge along the way. He brings a seasoned approach to asset management, retirement planning and tax mitigation 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.
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