Jim has focused on researching investments and financial strategies since 2009. He currently leads our Investment Committee, where he sits as Director of Investments.

Jim earned a Bachelor of Science degree in Chemical Engineering from the University of Michigan. He holds the Chartered Financial Analyst (CFA) designation, a graduate-level investment credential, the CERTIFIED FINANCIAL PLANNER™ certification, and a Chartered Mutual Fund Counselor (CMFC®) designation.