For over two decades, Jim has been helping individuals, small business owners, and families develop comprehensive strategies designed to help preserve their hard-earned assets. He believes that by proactively planning and looking ahead, clients may be able to avoid potential future problems. Having grown up on his family’s grain and livestock farm in Walhalla, North Dakota, Jim understands the complexities, both emotional and financial, that surround transferring the farm to the next generation. He has found that his business clients share many of the same issues. He enjoys supporting clients through a personalized planning process and designing and implementing suitable financial strategies. As a Financial Advisor on the Valley Wealth Advisors team, Jim has the resources and tools readily available to focus on what matters most, his client’s financial goals.
Jim holds the following registrations and licenses:
- Series 6 – Limited-Investment Securities *
- Series 63 – Uniform Securities Agent *
- Series 65 – Uniform Investment Adviser **
- Life and Health Insurance License
*Registrations are held through LPL Financial
**Registrations are held through NewEdge Advisors, LLC
Outside of the office, Jim enjoys spending time with his wife Mary and their five grown children and grandchildren. He enjoys spending time on the family farm, hunting, playing golf, and woodworking. He is a diehard Steelers fan.