Jim’s goal is to preserve his clients’ capital and make it grow. He strives to help Legacy’s clients use their financial resources to live life to the fullest measure, without undue risk. He has over 20 years of experience pro-actively managing assets for clients and non-profit organizations. A Certified Financial Planner™, Jim is a graduate of Kansas State University and Washburn University School of Law. He holds licenses in law, securities and insurance and was admitted to the Kansas Bar in 1973. Prior to joining the Legacy team, Jim was President of Peoples Wealth Management, LLC based out of Topeka for 11 years. Outside of Legacy, Jim serves on several community boards and investment committees. Jim’s hobbies include collecting baseball autographs and memorabilia. He enjoys family outings, reading, movies, theatre and baseball games.
Certifications and Licenses: Series 7/63/66 Securities Licenses, Certified Financial Planner™ (CFP®), Life & Health Insurance License, J.D.
Email Jim: firstname.lastname@example.org