Before moving to LPL Financial in July of 2021, Jim had been a financial advisor with Waddell & Reed for 10 years. Jim graduated from California State University at Long Beach with a Bachelor of Science degree in Business Administration in 1988 and has worked in the financial service industry ever since. Jim genuinely cares about his clients and enjoys helping them address their financial issues.
Jim was born and raised in Wisconsin, which automatically means he’s a Green Bay Packers, Wisconsin Badgers, Milwaukee Brewers and Bucks fan. He met his wife, Lori, in Southern California and they have been married for 33 years. In 2000, drawn by the open space and scenic beauty of Northern Nevada, Jim & Lori, relocated to the Reno area. The abundance of outdoor activities offered them a better environment to raise their two children, Lauren and Jacob. The kids are now adults and Jim & Lori are doting grandparents to their two beautiful granddaughters, Addison and Aila. In Jim’s free time, he enjoys scuba diving in tropical locations, cycling all over town, boondock camping with family & friends and visiting craft breweries to enjoy good beer.