Designations and Licenses
Jim is a licensed health, life and variable annuity insurance agent.
Experience and Education
Jim focuses on providing clients with a wide range of financial solutions based on each client’s individual financial needs and long-term goals. Prior to joining Mariner Wealth Advisors, Jim was vice president of national accounts and a shareholder at HK Financial Services in Omaha, Nebraska. In that role, he worked directly with certified public accountants to assess the financial situations of their clients and develop strategies to create, protect and transfer wealth through the implementation of insurance and investment vehicles. Jim’s previous experience also includes working for a brokerage firm and a large bank trust department, where he focused on managing institutional, foundation and endowment accounts.
Jim holds a Bachelor of Arts degree in business administration with a minor in mathematics from Augustana University.
Jim was named to Forbes’ Best-In-State Wealth Advisors list, ranking #3 in Nebraska in 2023, #4 in Nebraska in 2022 and #9 in Nebraska in 2021. In addition, he was named to Barron’s Top 1,200 Advisors list, ranking #1 in 2023 and 2022, #3 in 2021 and #6 in 2020, also in Nebraska.
Jim has served in the U.S. Army Reserves for more than two decades and has attained the rank of Major.
Jim’s hobbies include attending his daughter’s softball games, playing basketball, golfing, camping and horseback riding with his wife. He has been a longtime member of Lyons Club International in Sioux Falls, South Dakota, and Omaha, Nebraska.
Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2021 through 2023 were published in February 2021, April of 2022 and 2023, and were based on June 30th data, including 1- and 5-year periods.
Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis. Barron’s rankings for 2020-2023 were published in March of each award year based on the previous year’s September 30th data, including 1- and 5-year periods. No fee was paid for participation in the rankings; however, some advisors have paid a fee to receive expanded profile features on the ranking website.
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