Meet Jim
My friends and colleagues describe me as an energetic forward thinker who possesses the skills to collaborate and deliver results.
My wife, Lisa, and I live in the Hunters Ridge community located in Bonita Springs. We have a daughter, Alexandra, a son-in-law, Jim, and a granddaughter, Riley.
I was a financial professional for over 32 years with PNC Financial Services (formerly National City Corporation) and MainSource Bank retiring in 2013. During my banking career I was a Regional President for National City over 6 counties in North Central Ohio, led National City's market expansion in Chicago and the surrounding counties, and lead strategic projects for the corporation.
The care of Lisa’s parents brought us to the area in 2014 from Chesterton, IN. We purchased a retail produce market in Bonita Springs in 2014 which we operated until we sold in 2018. As I was not ready to fully retire, I obtained my insurance and securities licenses and built an advisory practice in Bonita Springs until retiring from Prudential Advisors in January 2024.
I am an active member of the Rotary Club of Bonita Springs and support a variety of area organizations. My interests include golf, reading, and the arts.
