Jim has over 20 years of experience in the health benefits and retirement industry working with Prudential and then joining Financial Concepts in 1991. With an increasing focus on healthcare cost management, Jim provides helpful insight and negotiating capabilities to help organizations “combat the increase” of rising healthcare costs. Jim organizes partnerships with HR professionals to help them further define their objectives in healthcare. By systematically establishing priorities, reviewing claims data, analyzing contracts and reviewing the marketplace for appropriate providers, he has become the clients’ advocate in plan design, implementation, and monitoring healthcare programs which achieve the appropriate balance between cost-effectiveness and satisfaction. His concentration, although not exclusive, includes understanding the philosophies of unions, municipalities and non-union groups. Jim firmly believes in conducting business with a high level of integrity and professionalism.

Jim is a 1988 graduate of The University of St. Thomas with a BA in Finance. He carries the Life Underwriter Training Council Fellow (LUTCF) designation, and is a Registered Representative with NFP Securities, Inc. and an Investment Advisor Representative of Financial Concepts. Jim is a member of Minnesota Association of Health Underwriters (MAHU). He stays current with the latest trends in healthcare costs, providing his clients with the most lucrative customized plan design vehicles available to help achieve their goals. Jim was recently voted a FIVE STAR: Best in Client Satisfaction Wealth Manager for 2009.

Jim is active in his community through his church, and is a proud supporter of the Special Olympics, as well as other charitable causes.