Jim Mailliard serves high net-worth and affluent clients through design, implementation, and monitoring of diversified investment portfolios. Prior to joining Perspective Financial Services in 2007, he worked in a variety of financial planning, investment advisory, and management roles for J.P. Morgan Private Client Services, Miller/Russell and Associates, Ernst & Young, and KPMG. Jim earned an undergraduate degree with honors in engineering from Iowa State University. Following college, Jim worked for a large consulting firm in Chicago for a few years. He then decided to pursue graduate studies and obtained a Master of Business Administration degree in finance and investments from th