Jim, president, CEO and founding member of GPS is committed to helping his firm, advisors, and clients grow and achieve their personal, professional, and financial goals. He works diligently to ensure each strategy and solutions are designed to put his clients first, to help improve their financial and personal well-being with results they can truly enjoy.
Jim entered the financial services industry following college. After his first comprehensive financial plan was put into place and enhanced the life and future of a particular client, he dedicated himself to continually improving his knowledge and strategies. Jim stays involved with many financial-related organizations to stay up-to-date on current events, the latest financial strategies, and technology that he can pass on to his clients and team.
Jim currently holds the Series 65 (Uniform Investment Adviser Law Exam) license, in addition to life, accident, and health insurance licenses.
In his free time, Jim enjoys spending time at the “Goodland Getaway” family cabin with his three children, Jonah, Larkin, and Ryker. He enjoys playing sports and works hard to pass on his small-town values. Jim is actively involved in his children’s sports activities and his local church.