Retirement Plan Administrator
Building on seven years of experience working with managed retirement accounts, Jim joins the B&E team as a retirement plan administrator after earlier roles at a trust company and pension administration firm. “I enjoy working on the retirement side of things,” Jim explains. “It’s fulfilling finding that one right answer having worked through different options in pursuit of the client’s goals and objectives.”
This Minnesota native graduated from Winona State University with a degree in business administration. Two young boys, Cooper (6) and Cameron (6 months), keep Jim and his wife Becki on the go, but he relaxes and reenergizes by spending time with friends and family golfing, barbecuing and cheering on the Purple & Gold.