Jim is a Managing Director and Co-Founder of Fortune Financial. Fortune Financial is an independent financial services firm founded in 1997. Its four founding partners have over 120 combined years of experience working together over their full careers.
With over 33 years of experience as a financial advisor, Jim is widely recognized as an experienced professionals in the field. Jim specializes in Qualified Retirement Plans, Investment and Estate Planning. His goal is to help his clients make quality decisions about the allocations of their financial resources. Jim currently resides in Shorewood, MN with his wife, Christine and his two daughters, Kayla and Mckenna.