Originally from Owatonna, MN, Jim is a Summa Cum Laude graduate of Mankato State University. Jim specializes in the areas of employer retirement plans and individual financial planning and has more than 20 years of executive business experience. Prior to joining Excel Financial, Jim was a Senior Vice President with ACS, Inc., a Fortune 500 company that is now part of Xerox, Inc. Jim is a history buff, avid football fan, and enjoys water skiing, golfing, and hunting. Jim and Julie are married and have two dogs.