Jim has been a Financial Advisor with Waddell & Reed since 2011. He was recognized as a member of their Circle of Champions in his first year with the firm.* Jim graduated from California State University at Long Beach with a Bachelor of Science degree in Business Administration in 1988 and has worked in the financial service industry ever since. Jim genuinely cares about his clients and enjoys helping them pursue their financial goals.
Jim was born and raised in Wisconsin, which automatically means he’s a Green Bay Packers and Wisconsin Badgers fan. He met his wife, Lori, in Southern California and they have been married for 26 years. In 2000, drawn by the open space and scenic beauty of Northern Nevada, Jim & Lori, relocated to the Reno area. The abundance of outdoor activities offered them a better environment to raise their two children, Lauren and Jacob. The kids are now adults and Jim & Lori are doting grandparents to their two beautiful granddaughters, Addison and Aila. In Jim’s free time, he enjoys scuba diving in tropical locations, cycling all over town and visiting microbreweries to enjoy good beer.
*The awards are presented annually by the firm and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.
For more information regarding the awards and dates received, please contact the advisor.
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