As COO of MassMutual Chicago (formerly Water Tower Financial Partners), Jim is a veteran in insurance and financial services; he entered the industry in 1982 after attending Loyola University of Chicago, where he studied Psychology and Business. With 33 years of experience, Jim provides his associates and clients with carefully crafted financial strategies. He has been with the firm for seven years and his primary focus is designing solutions for college education funding and retirement planning for high net worth professionals. He also concentrates on individuals in their 30’s and 40’s during the formative years of planning for their families.
Jim has been affiliated with some of the top organizations in the world. He started his career at Northwestern Mutual Life where he was the district agency’s Rookie of the Year in 1983 and achieved MDRT status for the first time in 1984. At New York Life he served as Sales Manager Partner and was Partner of the Year 4 out of 6 years. Jim also served as Associate General Agent for John Hancock at the LaSalle Street agency and most recently was President and CEO of Oak Brook Financial Solutions, Inc. Jim has earned many industry awards including the International Management Award from GAMA International in 2006 and the Presidents Citation Award from Guardian in 2007.
Jim is very active in his community of Carol Stream and enjoys spending time with his four sons and wife, Victoria. He is driven by the successes of his family members. His oldest son, James, has two degrees in Molecular Biology and Bio Chemistry. He currently attends Northwestern University, where he is completing his M.D/Ph.D program. James is married to Georgia, and they have a four and half year old daughter, Samantha. Jim’s son, Louis, graduated from University of Colorado Boulder with a double major in Business Management and Finance from the Leeds Business School. Louis currently works in management at Keystone Ski Resort in Vail, CO. His son, Anthony, is a recent graduate from St. Francis High School and received a scholarship to Colorado School of Mines in Golden, CO. Anthony is studying for a degree in Chemical Engineering. Jim’s youngest son, Michael, currently attends St. Francis High School where he plays football, wrestles and is in the band. Michael is completing his Eagle Scout project and has joined the Armed Forces. He plans to attend college in Colorado Springs, CO. Jim’s wife, Victoria, is an enrolled actuary and Senior Partner at HPL&S Inc. where she has been employed for 31 years. She heads up the actuarial and pension department.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies