Jim brings a broad background in insurance, financial services, account management, and compliance to his role with Senior Financial Group. Over the course of his career, he has worked with individuals, business owners, agents, and organizations to help them better understand their insurance and financial options and make informed decisions.
His experience includes life and health insurance, employee benefits, property and casualty insurance, and regulatory compliance. He has managed business accounts, supported agents and clients, and worked to improve service, retention, and account growth. His experience as an independent agent and business owner also gives him a practical understanding of the challenges businesses and families face when making financial and insurance decisions.
Jim holds a B.A. in History from the University of Tennessee and an M.B.A. in Entrepreneurial Finance from the Haslam College of Business. He brings a thoughtful, service-focused approach to his work and enjoys making complex information easier to understand for both clients and colleagues.
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