Focus: Insurance Strategies, Business Owners, Charitable Giving, Group Benefits, Business Succession Planning, Financial Education, Retirement Income Planning
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Jim Roessner was born and raised in Langhorne, Pennsylvania. Jim came to Arlington, Virginia to attend Marymount University, where he received his Bachelor's degree in Business and Marketing in 2015.
Through his internship with Aflac, Jim was able to see firsthand many different aspects within the financial services industry, with regards to efficiently managing both benefits that were mandated by law, and those that were not. It was through his Aflac experience that Jim chose the path to becoming a financial services professional. The team believes that there is no greater value than educating individuals about different strategies available to them
Jim enjoys spending time outside. He enjoys hiking the back roads of West Virginia with his friends. Jim also enjoys visiting family members that live anywhere from New York to Phoenix.
1593 Spring Hill Road Suite 500 East
Vienna, VA 22182-2245