Over the past twenty years Jim has specialized in providing solutions to help people achieve financial success. Jim’s goal is to help his clients make the best possible decisions about the allocations of their financial resources by defining and qualifying financial goals and objectives, and providing access to a wide range of competitive financial products and services. Jim works with business owners and executives, advising them on retirement, estate and investment strategies.

Qualifications

• Accredited Investment Fiduciary^TM (AIF^®), Foundation for Fiduciary Studies, Sewickley, PA
• CERTIFIED FINANCIAL PLANNER^TM practitioner (CFP^®), Board of Standards, Washington, D.C.
• Chartered Financial Consultant (ChFC), American College, Bryn Mawr, PA
• Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA
• Certified Long Term Care (CLTC), CLTC Board of Standards, Newton, MA
• B.A. Degree, Finance, University of St. Thomas, St. Paul, MN
• Registered Representative, FINRA Series 6, 7, 24, 63
• Member, National Association of Insurance and Financial Advisors
• Member, Minnesota Association of Insurance and Financial Advisors
• Qualifying Member, Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals^®
• Recipient of National Quality Award
• Member, Minneapolis Estate Planning Council
• Senior Partner, Fortune Financial

Personal

• Five Star Best Wealth Managers, Twin Cities Business and Minneapolis St. Paul Magazines (2008)
• The Business Journal’s Best Places to Work (2005, 2006, 2007, 2008)
• The Business Journal’s Forty Under 40 Award (2005)
• Board Member, Bob Allison Ataxia Research Center (2000 to present)
• Board Member, North Star Charitable Foundation (2004 to present)
• Founding Partner, Waterford Partners, Steamboat Springs, CO (2004-present)
• St. Paul Festival & Heritage Foundation (2004-present)
• Board Member, Storm Meadows Homeowner's Association, Steamboat Springs, CO (2002-2006)
• University of St. Thomas, Major Gift and Planned Giving Advisory Board (2000-2003)
• Board Member, Bull Moose Charitable Foundation (1998 to 2003)
• Board Member, St. Paul Priory, Benedictine Center (1997 to 1999)
• Residence in Shorewood, Minnesota with wife, Christine and daughter, Kayla.

CFP^® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Fortune Financial, LLC
10261 Yellow Circle Drive
Minnetonka, MN 55343

North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

Fortune Financial, LLC offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.

Fortune Financial, LLC, is independently owned and operated.

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