Jim graduated from Oregon State University in 1982 with a degree in Business Administration. He has over thirty years of experience in the insurance and financial services business. Jim is a founding member of Pacific Benefit Consultants, and served as the president of PBC from 2005 to 2012. He is an active member of the National Association of Insurance & Financial Advisers and a qualifying member of the MDRT. Jim focuses on qualified retirement plans and individual investing. His practice also includes extensive work in insurance planning, such as life and health insurance, Medicare, disability, and long term care insurance.