Hi, I'm Jim! I’ve spent more than 42 years helping my clients navigate their financial journeys, and it’s been an honor every step of the way. My career in financial services began in 1976, but my problem-solving mindset goes back even further, shaped by my engineering degree from the University of Michigan. I’ve never seen myself as a salesperson—my focus has always been on finding solutions that truly work for my clients. Over the years, I earned the Chartered Life Underwriter and Chartered Financial Consultant designations to deepen my ability to provide thoughtful, personalized strategies. I’m currently serving in an administrative role with the Growtrust Partners team as I begin the transition into retirement.
A Legacy of Client-Centered Service
Joining GrowTrust Partners was an exciting decision, as it allows me to ensure my clients continue to receive the care and guidance they deserve for years to come. The team shares my commitment to putting clients first, and I know they’ll carry on the trusted service and planning strategies that have been so important to my practice.
At home, my wife, Carol, and I enjoy life in Grand Rapids Township. We’re lucky to have two wonderful sons, their equally wonderful wives, and six amazing grandchildren who keep us on our toes. Whether it’s family time, cheering on Michigan sports, or simply catching up with loved ones, those connections mean the world to me.
If you’d like to chat about your financial goals—or just share a story about your family—I’d love to hear from you. Reach out by phone, email, or through our website anytime.