Director of Planning
Jim received his Bachelor’s degree in Business Administration from Hope College. He joined CPM in 2020 after having worked with Johnny and Resa previously. Jim has over 40 years of financial service experience and is a member of the Financial Planning Association. He is a Chartered Life Underwriter, Chartered Financial Consultant, Accredited Asset Management Specialist, Accredited Wealth Management Advisor and a Certified Wealth Strategist.
Jim’s passion is his family. Over the years he and his wife Denise enjoyed watching their 3 sons compete in football and soccer at the collegiate level. In his free time, he enjoys playing golf and cheering on his favorite sports teams.