Jim is co-owner of Watermark Financial Services, Inc. in Appleton, WI. Jim worked for Northwestern Mutual Life Insurance Company since 1974 starting out as a college agent and signing a full time contract in 1977 before joining Watermark Financial Services, Inc. on January 1, 2006 as a partner. Jim holds the CLU, Chartered Life Underwriter designation, as well as a Series 6, Series 7, Series 63, and Series 24 licenses. Over the years Jim has devoted time to serve community organizations including youth coaching and other volunteer activities.
Jim has been married to his wife, Patricia, for 42 years and has 3 adult children and 4 grandchildren. Jim enjoys fishing, hunting, biking, and travelling.