Jim grew up in West Des Moines, Iowa, and earned his degree in economics at Duke University and his MBA from The University of Chicago Booth School of Business. His professional history encompasses a broad range of experience, including service with the IRS, with the US Navy as a Supply Officer, and with Pure Financial in San Diego as a senior tax planner and financial planner. Jim also served the needs of high and ultra-high net worth clients in the entertainment industry at LourdMurray in Beverly Hills as the director of wealth management.
As the director of financial planning at Westmount, Jim works with clients to tailor custom strategies that help them achieve their goals. These solutions blend estate and charitable planning, retirement planning, cash flow modeling, education planning, tax efficiency, and insurance and risk management. When Jim’s not helping clients plan, he enjoys Brazilian Jiu Jitsu, playing golf, and visits to The Comedy Store with his wife.