A recent graduate, Jim is already seizing the opportunity to make an impact in the retirement industry. His passion for working within capital markets and background in equity research for a large mutual fund laid an exceptional foundation of analytical and financial modeling skills.
Beyond the daily task of supporting the team’s client service efforts, Jim plays a key role in monitoring investments in retirement programs and developing reports that help our clients make good decisions.
Outside of the office, Jim is an avid golfer, having played four years at the collegiate level.
Finance, B.A. from Albion College
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LoVasco Consulting Group and their agents are presently licensed to sell traditional life insurance in Michigan as a resident producer and numerous other states as a nonresident producer. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. Proper state registration is mandatory prior to conducting business in any state. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. LoVasco Consulting Group is owned and operated independently from M Holdings Securities, Inc. LoVasco Consulting Group is a member of M Financial Group. Please click here for further details regarding this relationship.