"At CU Trust, everyone is treated with great respect and dignity."
Jim has more than 25 years of experience in personal trust administration and probate & estate settlement. He is also extremely knowledgeable about the western Michigan market, having lived in St. Joseph for more than 20 years and worked for financial institutions in both St. Joseph and Kalamazoo.
A National Trust School Graduate of both University of Chicago and Northwestern University, Jim received his CTFA designation in 2004. He holds a Bachelor of Science from Western Michigan University.
Jim is a member of the Southwestern Michigan Estate Planning Council and serves as a HOST volunteer at Benton Harbor Public Schools.
His office is located in the Honor Credit Union branch on Niles Road, just south of Napier Avenue.