Jim was born and raised in Nampa, Idaho. He and his wife Carol and their children enjoy the outdoors; especially rafting and kayaking the rivers of Idaho and Oregon.
Jim joined the MONY Financial Group in May of 1986. He received his CLU® designation, (Chartered Life Underwriter) from the American College in 1993. He received his ChFC® designation, (Chartered Financial Consultant) from the American College in 1996. He meets continuing education certification (PACE) through the American College on an ongoing basis. He holds a FINRA Series 6, 63 & 65 and is an Investment Advisor Representative with OneAmerica Securities, Inc. In November of 1993, he purchased a retiring representative’s practice. This pushed him quickly into qualified plan products (401k, etc.) as the buyout included many of these types of plans. He also had to help retirees build income streams for their retirement. This buyout also put Jim in close and frequent contact with CPAs and Attorneys. Good planning takes a team approach.
Jim is a Life and Qualifying member of the MDRT (Million Dollar Rountable). He has been a member of NAIFA (National Association of Insurance and Financial Advisors) for 25+ years.
Jim has a wonderful assistant Connie, who has worked with him for 25 years. We welcome new clients, and look forward to the challenges of our future.
Phone: (208) 461-1791
Fax: (208) 461-1792