CFP®,MBA, AIF, Financial Advisor
Office: (701) 281-2700
Jim has spent more than 30 years serving clients in his financial services career. His emphasis is on teaching, starting with the importance of financial planning, followed by managing investments toward the client's goals. He holds an MBA from the University of North Dakota and achieved the Certified Financial Planner designation in 1993.
Jim and his wife Shari have been married for over 35 years and have two sons born 19 years apart. Jim's hobbies include playing guitar, hunting pheasants, water-skiing, travel, and watching many sports. Jim and Shari have a goal to travel to all 50 states before their youngest son graduates from high school.
Not Insured By FDIC or Any Federal Agency / May Lose Value / No Bank Guarantee