NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Raised primarily in Kentucky, Jim graduated from the University of Louisville with a Bachelor of
Science degree in Business Administration. After 20 years in the corporate world focusing on
Risk Management, Jim entered the Insurance and Financial Services industry in 2003 where he
has been an endorsed advisor for active and retired educators from several states. The
business climate change to helping individuals reach their Financial and Insurance
goals has been one of the most rewarding attributes that contributes to his passion about this
field. He has spent the past 18 years utilizing various Insurance products to provide Financial
security for his clients with Risk-Free Investments, Estate Preservation tools & Health Insurance
products for strategic protection from acute and chronic health conditions. Jim enjoys helping
his clients achieve their goals while gaining security of their hard-earned assets.
On the personal side, Jim is an exceptionally proud Grandfather of his twin grandchildren and
loves to spend time with them as often as possible. Jim also is an avid golfer, active in
many outdoor activities and is a die-hard college sports enthusiast.