Jim is the newest addition to HighPoint Planning Partners. He is excited to join the Highpoint team in the Downers Grove office.
Jim graduated from Miami University in Oxford, Ohio with a Bachelors of Science in Finance. He’s been investment licensed since 2006.
Since 2008, Jim has worked with Individuals and families providing guidance and goal planning including all aspects of Wealth Management. Jim’s planning philosophy allows him to create a personalized plan for each client, based on their own unique goals and circumstances. The extensive investment and planning platform offered by LPL Financial enables him to create a highly customized plan, tailored to each individual client.
Jim believes balance is important in life and that gratification in one’s life comes from more than just money. Jim has two children and enjoys travel, cooking and the outdoors.