Jim is a Partner of Vantage Point Wealth Management in the Brooklyn Park, Minnesota office. He has been in the financial services industry helping individuals pursue their goals for over ten years. He specializes in investment planning and portfolio design and retirement income planning.
Integrity and strong client relationship skills are the two important qualities that Jim has adhered to in delivering the highest quality experience to his clients. Jim has worked hard to obtain the CERTIFIED FINANCIAL PLANNER™(CFP®) designation and the Chartered Retirement Planning Counselor (CRPC®) designation to offer additional value and expertise to his clients.
Jim received a Bachelor of Arts degree with a major in Accounting from the University of St. Thomas. He grew up in Richfield, MN and currently resides in Brooklyn Park, MN with his wife Olga. They are kept busy by their two dogs Dolly and Buddy and are avid and loyal supporters of the Animal Humane Society. His family enjoys the theater, art exhibits, the outdoors and hockey and football.