Jim brings an extensive retirement income planning background to his team. He is a member of Ed Slott's Elite IRA Advisor Group, which is one of the leading organizations in the country devoted to advanced retirement account taxation knowledge. He also co-authored “What Consumers Look for in Financial Planners,” an article published in the academic journal Financial Counseling and Planning. Jim has served as treasurer of the Midwest Board of the National Association of Personal Financial Advisors and chairman of the Financial Planning Association of Iowa. Jim is actively involved in the Greater Des Moines community, including having served as city councilman for the city of West Des Moines. In his free time, he enjoys reading, traveling and spending time with his wife Louisa.

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