• Undergrad:
  Lawrence University
• Grad/additional:
  College for Financial Planning
• Affiliations:
  Certified Financial Planner^TM
• Started at MB:
  1982
• Years in VT:
  Since 1980
• Years in Banking/Finance:
  Since 1983
• Years in Investment Management:
  Since 1985
• Native of:
  North Dakota

A Little More Background

Jim started at Merchants in 1982, working part-time, when his main focus was long distance running, having recently qualified for the Olympic Marathon Trials.  His girlfriend and future wife suggested he look into other opportunities at the bank - which he did - leading to a long and fulfilling career with Merchants Trust Company.  Over the past 25 years Jim has accumulated valuable experience and expertise assisting a wide variety of individuals and organizations with their most important financial matters.  Outside of work he spends time with his wife and two kids, volunteers with several community organizations and runs as much as his body allows.