Jim has worked in the financial services industry since 1993. Prior to starting Lake Superior Financial Services, Inc., Jim worked at a global financial services firm for 15 years.
Jim graduated from the University of MN – Duluth with a major in Finance and a minor in Psychology.
Jim's expertise is in portfolio and investment management. Both Jim and Brad spend as much time as needed with each client to fully understand their specific financial profile, unique characteristics and individual tolerance for investment risk. Jim's team role involves the construction of tailored investment portfolios. Through careful consideration of each client's profile, Jim ascertains the appropriate investment allocation and best suited investment vehicles to help clients reach their specific financial goals.
The Independent Advisor relationship provided through the Raymond James Financial Services platform allows Jim the flexibility to offer creative solutions to each client's unique set of circumstances. Jim’s experience enables him to assist clients in the creation, implementation and monitoring of their personalized investment portfolio. In addition to the ongoing monitoring of portfolios, tactical rebalancing as needed.
Jim holds his Series 7, 24, 63 and 65 licenses, along with being licensed in Life and Health Insurance.
Jim has been active volunteer in community service over the years. He has served as Board Chair of the Benedictine Health Center Foundation Board. He also has served as Board Member of the Essentia Foundation Finance Board (formerly Benedictine Health System) and the Cathedral of Our Lady of The Holy Cathedral Finance Committee. He is also an active member in the Duluth and Hermantown Chamber of Commerce, Toastmasters International, Hermantown Rotary Club, and active parishioner of the Cathedral Our Lady of The Rosary.
Jim resides in Duluth, MN. He enjoys spending time with his wife Heather, daughter Braelyn and dog Oliver. In his free time he has a passion for mountain biking, trail running, downhill skiing, weight training and golf.