Jim is a CERTIFIED FINANCIAL PLANNER™ Professional and has worked in the financial services industry for thirty-seven years. In 2016, he brought this wealth of experience to the Cornerstone Financial Strategies team. He specializes in comprehensive financial planning with a focus on serving the financial and estate planning needs of small business owners and professionals. This includes planning for risk protection, investment and asset allocation, retirement, education, estate preservation, and tax management strategies. He has extensive experience working with CPA’s and Attorneys and this allows him to create a comprehensive approach to financial planning.
Before joining Cornerstone Financial Strategies, Jim served as the Director of Financial Services at Frost & Company Financial Services for thirteen years. Prior to that, he owned his own financial services firm in Tacoma for over ten years while being a single parent to his daughter.
Jim started his professional life as a teacher after receiving dual degrees in Business and Physical Education from Dickinson State University. He coached football and basketball in North Dakota for a number of years before deciding to put his Business degree into a VP position at a bank.
In 1984 Jim received his CFP® certification and relocated to Washington state to work as a financial consultant with Merril Lynch in Spokane. It was after this that Jim decided to put his knowledge and values to practice when he created his own financial services firm.
Passionate about holistic financial planning as a way to help clients reach their goals, he is happy to see the financial services industry steering away from impersonalized wealth management. It is important to Jim to view the entire financial picture when serving his clients and this belief is what makes him a perfect fit for the Cornerstone Financial Strategies team.
In his free time, Jim enjoys following the Seahawks and Mariners. He also appreciates the outdoor recreation Washington state has to offer by golfing and hiking. On the weekends Jim spends time at his lake house in Port Orchard.Contact Jim Meet More of Our Team