Financial Advisor | jim@yourcfadvisors.com

Jim has over 12 years of experience in the financial services industry, beginning his career in 2014. He started in the Metro Detroit area as an independent advisor while simultaneously working as a Design Engineer in the Machine Tool and Automotive industry. Eventually, Jim decided to leave engineering behind to fully pursue his passion for helping individuals and families pursue financial security.

Today, Jim specializes in Retirement Income Planning, Asset Management, and Estate Planning. He is a Registered Financial Consultant (RFC) and an active member of the Rotary Club of Cadillac. His guiding philosophy is: “Guided by history, not headlines."

Jim believes that navigating the vast amount of financial information and options can be overwhelming. His mission is to listen, understand, and help clients create a clear path toward their goals—whether that’s retirement or other financial milestones.

After moving to Cadillac, Jim met his wife, McKenzie. They married in 2021 and are now proud parents to three children: Maria, Vincent, and their youngest, Joseph with plans for a big family! Together, they enjoy camping, boating, and all things outdoors. Jim also loves fishing, hunting, golfing, and downhill skiing during the winter months.