A thirty-five year veteran of the Financial Services Industry, Jim began his sales career with Equitable Life in Chicago, Illinois. He built a successful practice providing financial planning strategies and guidance to families and business owners. Appointed a District Manager, his responsibilities expanded to include the recruiting and developing of new associates. He was promoted to Branch Manager and served in that capacity in both Chicago and Milwaukee, returning to Chicago as a Regional Vice President to oversee one of AXA/Equitable’s largest Branches.
While in Chicago, Jim launched a specialized program providing retirement planning services to employees of school systems, municipalities, and hospitals. Currently, there are approximately 50 producers who have successfully built careers using this unique business model. He continues to mentor leading producers and producer groups in the development of their business practices.
Jim is a life and qualifying member of the Million Dollar Round Table and entered AXA/Equitable’s Hall of Fame in 1990. He is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and a Certified Financial Planner (CFP). He continues to manage his personal practice focusing on Executive Benefits, Business Continuation and Estate Planning.
Jim lives in Northbrook, Illinois with his wife Jill and their yellow lab, Parker.