Director of Business Planning
Jim is the Managing Principal of the Michigan Regional Planning Office of Lincoln Financial Advisors Corp. He joined the company in 1984, and currently coaches top financial planners across the country and within his region in the technical areas of Business Succession, Estate, and Investment Planning, including tax reduction strategies that impact these financial planning areas.
Family Wealth and Legacy regularly engages with Jim because he has extensive experience working with family-owned construction companies, auto dealerships, and manufacturing companies.
Jim has authored a number of sales support materials, such as the 20 Ways to Transfer a Closely Held Business, The Life Insurance Policy Analysis Worksheet, The Four Steps in Preparing Your Business for Sale, Business Succession the 21st Century Opportunity or Risk, and The Estate Planning Matrix and Exit Strategies for the owners of closely held companies.
Outside the company, Jim has presented to the FPA, Society of Financial Service Professionals, American Medical Association, and the American Dental Association and also conducts continuing education courses for financial planners as well as accounting and legal firms. Jim was a guest on the PBS show, Financial Fitness, speaking on the topic of Business Succession. Jim is 2X former President for the Detroit Chapter of the Society of Financial Service Professionals.