Jim was born and grew up in the suburban Chicago area before moving west in 1974. He graduated from Western Illinois University in 1974 with a Bachelor of Science degree in Geology after which he moved to Salt Lake City to further his geologic studies in the post-graduate program at the University of Utah. In the ensuing 15 years he devoted his time with Getty Oil Company to exploring for gold deposits in the western U.S., project oversight and development and finally as Mine Manager at a gold mine in the Black Hills. Jim took the opportunity to “retool” and joined Investment Centers of America in 1993 as the managing financial advisor for the Spearfish and Belle Fourche offices of ICA. When LPL Financial purchased the assets of ICA in December, 2017, he transferred his licensing and business affiliation to LPL Financial. In January, 2020, Jim joined forces with Partridge Financial of Rapid City, also under the LPL Financial banner, and operates the Spearfish branch of Partridge Financial in downtown Spearfish. Jim and Karen were married on July 1, 2018, and manage to maintain homes in Spearfish and Visalia, California. They have a total of 4 children and 7 grandchildren to keep them young.
Jim is a registered Investment Advisor Representative (IAR) with LPL Financial, and holds his Series 7, 66, and 63 securities registrations. He is also Life Insurance and Health Insurance licensed. With over 25 years of experience, he is able to offer a wide variety of investment and insurance products to meet the financial planning needs of his clients.
Jim’s practice focuses on experienced guidance in the areas of Pre and Post Retirement Planning Strategies, Asset Protection, Capital Growth and Risk Mitigation Strategies, Estate and Succession Planning, Education Expense Guidance, and Life and Long-Term Care Insurance Planning.
Jim specializes in helping people make decisions about their company retirement plan options. From the beginning of the process of determining which move is right for you, to guiding you to strategies which are in your best interest, he makes the process easy and understandable.