Focus: Insurance Strategies
Jim is a Financial Services Professional with WestPoint Financial Group. He provides objective and customized insurance strategies to help meet the financial needs of his clients.
Jim is a graduate of National Lewis University, where he received a Bachelor of Arts degree in Applied Business Science.
Prior to joining WestPoint Financial Group, Jim spent 30 years as a member of the Chicago Board of Trade and The Chicago Board of Options Exchange. He worked as an Independent Market Maker in Index and Equity Options. Additionally, Jim brings experience from the financial services industry as a prior Financial Representative for AXA Financial.
Jim is a Licensed Charter Boat Captain and Certified U.S. Sailing instructor. He loves spending most summer weekends sharing his love of sailing with his students or giving tours of the magnificent Chicago Lake Front from the deck of a 54 Vintage Racing Yacht.
1 North Franklin Street, Suite 2470
Chicago, IL 60606