Jim has been with BEJS since 2008 and has served as the Director of the New Business Team as well as a member of the BEJS Operating Committee since 2012. In addition to those roles, Jim is active in designing practical insurance solutions for our clients and serving in a marketing role through creation of outbound client materials. Active in the insurance industry since 1998, he has taken his experience with Nationwide, Wachovia, and BEJS and honed the skills necessary to bring clarity and simplicity to today’s ultra-affluent family and high income professional markets.
Outside of BEJS, but still in the industry, Jim serves on M Financial Group’s Case Design Product Development Committee on which analysis is performed and key decisions are made in cooperation with M Financial and core insurance carriers on the development of new, innovative, wholesale-priced products designed exclusively for our clients. Additionally, he has spoken at industry-related seminars throughout his career.
Jim is a graduate of Miami University (1994) where he was named First Team Academic All-Mid-American Conference in football three seasons and was presented the College Football Hall of Fame “Scholar Athlete Award” his senior season. Married to Kristin, Jim has three children of all ages elementary school through college – Brendan, Keira, and Finn – and is entertained daily by two pugs, Louie & Alfie. He spends his free time with his family and loves to golf and generally be active with various sports.