MBT Wealth Management
Jim serves as Vice President Wealth Manager in the Wealth Management Group and joined Monroe Bank & Trust in September 2015.
Jim was one of the first 200 nationally to earn the Certified Wealth Strategist® (CWS®) designation from Cannon Financial in 2007 and is also a licensed attorney in the state of Michigan. Prior to joining MBT, Jim was Vice President – Trust Advisor with Comerica Bank for nine years. Once retired from that position, Jim trained as a mediator and subsequently started a private practice as a mediator for those in disputes. He served in that role until he joined MBT.
Early in his career Jim represented the State of Michigan for a number of years in labor relations both before and after law school. Jim entered private law practice when he had the opportunity to buy into an estate planning practice, and began preparing estate plans as a primary practice area. His legal experience includes drafting many complicated estate plans for clients and his private law practice was focused on estate and business planning, probate, and tax planning. He also is licensed for life and health insurance by the State of Michigan.
A graduate from Cooley Law School in 1986, cum laude, Jim also holds a Bachelor of Science degree in government administration from Central Michigan University. Jim is a member of the State Bar of Michigan; the St. Clair County Bar Association; McLaren – Port Huron Foundation Planned Giving Committee; the East Side Business and Financial Forum; and a docent for the Fort Gratiot Lighthouse Station.
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