Branch Manager, Board Member, Principal
Jim serves as the Branch Manager of the Springfield NICOL office. At the heart of Jim’s business is his focus on developing relationships and getting to know his clients. He grew up on a working farm in the greater Springfield area. Following his service in the Army as a crew leader for a combat support helicopter unit, Jim attended Missouri State University, where he earned his Bachelor's of Science in Business.
Jim entered his career in Financial Services in the 1980s. He hired and trained other qualified individuals to also become Registered Securities and Insurance Representatives. Jim supported others both in the classroom and face to face with prospective clients as a mentor.
Recently, Jim was associated with Dave Ramsey’s organization as an Endorsed Local Provider in the greater Springfield area. Jim approaches his role with clients with a heart of a teacher. He personally uses the same products for himself and his family that he uses for his clients.
Jim is licensed in Missouri, as well as several other states. He holds his Series 6, 63, and 26 licenses.