“In a world where it’s harder and harder to talk to a real person, you can always talk directly with our Premier Banking team!”
- Specialties: 30+ years of Financial Service experience, Premier (private) Banking, Wealth Strategies
- Education: BA in English from Connecticut College and Government Juris Doctor from the University of Connecticut School of Law
- Honors: Served in leadership roles at The Hartford, Columbia Threadneedle Investments, Washington Mutual and Alger
Jim has over 30 years of experience in the financial services industry. As the Senior Vice President of Wealth Management, he’s responsible for the Premier Banking Program in Florida, and the overall wealth management strategy for Lake Michigan Credit Union.
Jim earned his BA in English and Government from Connecticut College and his Juris Doctor from the University of Connecticut School of Law. During his career, he’s held leadership roles at The Hartford, Columbia Threadneedle Investments, Washington Mutual and Alger.
Throughout his career, Jim has been a nationally renowned speaker, providing insights to the banking and financial services community on estate and tax planning, charitable planning, and retirement planning. At LMCU, Jim and his dedicated team help our Premier Banking members achieve financial prosperity.
Jim and his wife live in Bonita National where they enjoy playing golf and living the dream that is South West Florida.