Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Raised primarily in Kentucky, Jim graduated from the University of Louisville with a Bachelor of Science degree in Business Administration. After 20 years in the corporate world focusing on Risk Management, Jim entered the Insurance and Financial Services industry in 2003 where he has been an endorsed advisor for active and retired educators from several states. The business climate change to helping individuals reach their Financial and Insurance goals has been one of the most rewarding attributes that contributes to his passion about this field. He has spent the past 18 years utilizing various Insurance products to provide Financial security for his clients with Risk-Free Investments, Estate Preservation tools & Health Insurance products for strategic protection from acute and chronic health conditions. Jim enjoys helping his clients achieve their goals while gaining security of their hard-earned assets. On the personal side, Jim is an exceptionally proud Grandfather of his twin grandchildren and loves to spend time with them as often as possible. Jim also is an avid golfer, active in many outdoor activities and is a die-hard college sports enthusiast.