Designations: CPFA® As Managing Director and Regional Growth Leader, Jim leverages his expertise to consult and oversee retirement plans for corporations, non-profit organizations, individuals and trusts. With a wealth of experience in the financial services industry, Jim offers a unique perspective honed through the years of collaboration with leading retirement plan providers and managing diverse portfolios. His comprehensive understanding spans Defined Contribution, Defined Benefit, ESOP, and Non-qualified plans, covering areas such as recordkeeping platforms, institutional investments, fiduciary oversight and employee engagement strategies. Notably, Jim pioneered the institutional Retirement Income market, earning recognition for his dedication to enhancing participant outcomes through pre and post-retirement planning. A sought-after speaker at industry events, Jim’s insights have been featured in prestigious Publications like the Wall Street Journal, Plan Sponsor Magazine, and Pension & Investments Magazine. His client-focused approach has garnered accolades, including Plan Sponsor of the Year recognition for innovative plan design and participant education initiatives. Jim holds a Bachelor of Science in Corporate Finance from Drake University and has pursued advanced education in behavioral finance through the Behavioral Finance Institute. Jim resides in Brentwood, TN and balances his professional pursuits with his passion for golf and quality time with his three children.