Focus: Insurance Strategies, Investment Strategies
Understanding how to prepare for life’s next step can raise a lot of questions, it’s not just easily navigated without proper planning.
My combination of experience, professionalism and access to a wide variety of financial products and services can help you meet your retirement, wealth accumulation, wealth management, estate strategies and risk management goals. Perhaps you want to be more prepared for major events such as retirement or college, or you’re needing to better understand how to improve your life insurance, income replacement or long-term care insurance plans, I commit my time, experience and professional opinions and recommendations customized to your personal situation.
Jim Duke is a graduate of the University of Utah with a Bachelor of Science degree, where he also played football. Jim entered into the financial services industry in January of 1992, receiving awards for Rookie of the Year, Associate of the Year, Man of the Year, and the highest honor for a Sales Manager with Massachusetts Mutual Life Insurance Company, the Gold Bowl for Sales Manager of the Year.
Jim is an active member of Boy Scouts of America, NAIFA, an annual Primary Children's contributor, part time coach, and Draper community and school volunteer.
Jim has been married to Marci for 29 years and they have three children, Nick (Jamie), Ellee, and Ben.
Check the background of this investment professional on FINRA’s BrokerCheck