Jim is an owner of MD Advisors Group. He has been a CPA since 1983 and has been with the firm since 1996. Jim works in the areas of accounting, taxation, and benefit plans, including assisting with the set up of medical reimbursement and cafeteria plans. Jim's knowledge and experience allow him to efficiently and accurately manage his clients' tax and accounting needs. For non-investment related matters, email Jim at [email protected]
Jim is a Registered Representative for Cetera Financial Specialists LLC and an Investment Adviser Representative for Cetera Investment Advisers LLC. He began provided his clients with investment services through MD Wealth Advisors in 2014. For investment related matters, email Jim at [email protected]
Jim grew up on a family farm in Madison Lake, MN. He now lives in Eagle Lake, MN with is wife Darlene and three children. Jim is a shareholder and an avid fan of the Green Bay Packers. He also enjoys polka music and makes an effort to play the concertina.
Jim is a member of the Minnesota Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Jim is also a member of Creating Connections, the Thursday Business Network International (BNI) Chapter.