Bringing over nine years of expertise within the insurance industry, Jim specializes in complex employee benefits solutions for blue and gray-collar sectors such as transportation, senior care, hospitality, and construction. With a background in finance and accounting, including roles as a regional finance director, controller, and CFO, Jim offers a unique perspective that blends fiscal prudence with a focus on enhancing the employee experience.

Jim and his team are dedicated to delivering exceptional service, leveraging their national network of problem solvers to provide local, customized benefits solutions. Jim’s inspiration for entering this profession stemmed from his desire to positively impact employee culture, leveraging his experience as a CFO to advocate for meaningful changes.

Jim is actively involved in professional affiliations such as the Rocky Mountain Total Reward Association, Mile High SHRM, and the Finance Executive Networking Group, demonstrating his commitment to ongoing learning and industry engagement. In his spare time, he enjoys traveling, attending live music events, exploring the outdoors, and cherishing moments with his large, blended family.