- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a Senior Banking Advisor, Jim works with individuals and families to understand their financial goals, using Northern Trust's deposit and lending solutions to support our clients in both their day to day and long-term financial planning to better align with their personal life goals.
Experience
Jim is a seasoned professional with 33 years of experience in the financial services industry. Prior to joining Northern Trust, Jim worked at Stifel Nicolaus & Company, gaining an in-depth knowledge of banking & lending services by providing custom credit facilities for high net worth clients.
Community Involvement
Jim has been active in supporting organizations around the Barrington / Northwest Communities. He has been on the boards of United Way, several Development Corporations and an active member of Rotary. Jim has also served as President of Crystal Lake Little League and has been a board member for Crystal Lake Babe Ruth. Jim is currently an instructor for Northwestern University teaching the Income Tax Analysis Class for the CFP® Certification Program since 2008.
Joined Northern Trust
2023
Education
Bachelor of Arts in Economics with Minor in Business Administration, Eastern Illinois University
Credentials
Certified Financial Planning designation
Barrington
Cash Services Available | ATM Available*
770 West Northwest Highway
Barrington, Illinois 60010