Jim has devoted his career in financial services to helping others plan, protect and grow their wealth. He has more than 20 years of experience in the credit union industry, primarily as a leader of firms that provide vital support for the industry. He began his career in investment sales, then institutional fixed-income sales that led to the role of branch manager soon thereafter. He was named president of a start-up investment advisory firm and later asked to serve on the supervisory committee of a natural person credit union.
Jim was named President/CEO of The Central Credit Union Fund in 2004. Central Fund is the nation’s first corporate credit union. After restoring the $300 million institution to financial health, he led the merger of this institution to one of the largest corporate credit unions in 2007. Jim has served effectively whether in support of organizations, businesses or individuals. His experience provides Jim with a unique perspective and skill set not commonly found among financial advisors. Extensive volunteer work in the community and with his church speaks to Jim’s commitment to bettering the world we share while eagerly cooperating with others. Jim’s background allows him to work with a range of clients executives and board members of for-profit as well as nonprofit organizations. In every case, his focus is on careful evaluation and thoughtful design of strategies that effectively and efficiently use available resources.
University of Kansas - Master of Business Administration
University of Missouri - Bachelor of Science, Education
Massachusetts Credit Union Share Insurance Corporation Advisory Committee
Registration and Licenses:
Registered FINRA Series 6, 63, 65
Licensed in Life, Accident, and Health Insurance
Executive Benefits Consultant, OM Financial Group (2009 to present)
Partner, Commonwealth Financial Group (2011 to present)
Sr. Vice President, Members United Corporate Federal Credit Union (2007-2009)
President/CEO, The Central Credit Union Fund (2004 to 2007)
25 Recreation Park Dr., Suite 106
Hingham, Ma 02043