Jim serves as the manager of several offices that provide wealth management and fiduciary services to the Chicago, Illinois metro area and other locations that include Joliet and Moline, Illinois. He has been at First Midwest Bank for 10 years and has a Bachelor's of Arts degree from DePauw University and a Master's of Business Administration from National University in San Diego, California. Jim is also a CERTIFIED FINANCIAL PLANNER^™ professional.

Beginning his financial services career in 1994, Jim has extensive knowledge of investments, insurance, estate planning, and personal tax strategies that he uses to create a coordinated approach that enhances the wealth creation and preservation for individuals and their families.

Jim is the Vice President of Morris School District 54 and is a member of the Morris Rotary Club. He is also the treasurer of the Estate Planning Council of Greater Joliet. Previously, Jim served his country for 20 years as an active and reserve duty Marine Corps Officer. He now lives in Morris, Illinois with his wife, Mary, and their two children.

Call 815-773-2616 to get connected with Jim today.