Jim began working directly with individuals and groups in 2005 after 25 years of experience buying, implementing and managing employee benefit programs for companies in Central Indiana. He has served in the capacity of company Owner, President, Chief Financial Officer, Director of Human Resources and Controller in various manufacturing, service and retail companies ranging in size from 15 to 1,200 employees.
Jim is a CPA and brings strong financial, analytical and business skills to the problems and opportunities his clients face every day in managing their benefit programs and business issues.
Jim believes that every individual should be able to find insurance that meets his or her needs as closely as possible and at a reasonable cost. His goal is to help you find cost effective and creative health and related benefit solutions based on your particular needs, whether it's those of your company or you and your family. He is an independent agent, is appointed with many insurance companies and has no binding ties or obligations to any particuclar company. When you work with Jim you get, on a continuing basis, his experience, market and product knowledge, problem solving expertise, health care market updates and unbiased guidance.
Jim graduated from North Central High School in Indianapolis, received an A.B. in the Economics Honors Program at Indiana University, Bloomington campus, and an MBA from The University of Chicago Booth Graduate School of Business with dual concentrations in Finance and Marketing. He has also earned the National Underwriters designation of Group Benefits Disability Specialist (GBDS). He is an employee benefits insurance agent with years of actual, practical experience.