EDUCATION, CERTIFICATIONS, AND DESIGNATIONS
Finance, B.A. from Albion College
CPFA® Designation
AIF® Designation
About
As a consultant, Chapman serves as the Chief Outsourced Retirement Officer for his clients, taking on the quarterback role in managing all aspects of their retirement plans. In addition to providing day-to-day guidance and support, he focuses on key areas such as fiduciary oversight, investment monitoring, employee education, strategic plan design, and business development.
Outside the office, Jim is actively involved with the Investment Professionals Charity (IPC), an organization dedicated to promoting financial wellness education among high school students in the Detroit area. He also contributes his expertise as a member of the investment committee for the Catholic Foundation of Michigan.